IAVIX Mutual Fund Analysis & Holdings | MarketXLS

IAVIX Mutual Fund

NAV$16.76

AUM$147M

TER0.77%

Holdings14

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IAVIX Mutual Fund

NAV$16.76

Voya Solution Aggressive Portfolio Initial

AUM$147M

TER0.77%

Holdings14

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 IAVIX 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 IAVIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IAVIX Mutual Fund Overlap Analysis

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

IAVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, IAVIX may share significant positions with broad-market funds.

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