ICEWX Mutual Fund

NAV$55.24

AUM$89,927.05

TER2.26%

Holdings43

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ICEWX Mutual Fund

NAV$55.24

NYLIM Epoch International Choice Fund Class C

AUM$89,927.05

TER2.26%

Holdings43

See how much of ICEWX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

ICEWX Mutual Fund Overlap Analysis

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

ICEWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, ICEWX may share significant positions with broad-market funds.

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