ICBMX Mutual Fund Analysis & Holdings | MarketXLS

ICBMX Mutual Fund

NAV$22.93

AUM$131M

TER1.31%

Holdings39

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ICBMX Mutual Fund

NAV$22.93

ICON Natural Resources & Infrastructure Fund Class S

AUM$131M

TER1.31%

Holdings39

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

ICBMX Mutual Fund Overlap Analysis

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

ICBMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, ICBMX may share significant positions with broad-market funds.

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