ICBAX Mutual Fund
ICBAX Mutual Fund
NAV$22.92
AUM$6M
TER1.56%
Holdings39
See how much of ICBAX you already own
ICBAX Mutual Fund
NAV$22.92
ICON Natural Resources & Infrastructure Fund Investor Class
AUM$6M
TER1.56%
Holdings39
See how much of ICBAX you already own
ICBAX Mutual Fund Overlap Analysis
ICBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ICBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, ICBAX may share significant positions with broad-market funds.
ICBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ICBAX tax-loss harvesting finds highly correlated but non-identical funds.