IAUTX Mutual Fund Analysis & Holdings | MarketXLS

IAUTX Mutual Fund

NAV$29.20

AUM$743M

TER0.93%

Holdings75

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IAUTX Mutual Fund

NAV$29.20

Invesco Dividend Income Fund Class A

AUM$743M

TER0.93%

Holdings75

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare IAUTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IAUTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IAUTX Mutual Fund Overlap Analysis

IAUTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IAUTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, IAUTX may share significant positions with broad-market funds.

IAUTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IAUTX tax-loss harvesting finds highly correlated but non-identical funds.