IBSAX Mutual Fund Analysis & Holdings | MarketXLS

IBSAX Mutual Fund

NAV$0.30

AUM$102M

TER1.50%

Holdings42

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IBSAX Mutual Fund

NAV$0.30

VY Baron Growth Portfolio Advisor Class

AUM$102M

TER1.50%

Holdings42

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

IBSAX Mutual Fund Overlap Analysis

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

IBSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, IBSAX may share significant positions with broad-market funds.

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