ICFSX Mutual Fund
ICFSX Mutual Fund
NAV$9.57
AUM$26M
TER1.39%
Holdings23
See how much of ICFSX you already own
ICFSX Mutual Fund
NAV$9.57
ICON Consumer Select Fund Class S
AUM$26M
TER1.39%
Holdings23
See how much of ICFSX you already own
ICFSX Mutual Fund Overlap Analysis
ICFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ICFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, ICFSX may share significant positions with broad-market funds.
ICFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ICFSX tax-loss harvesting finds highly correlated but non-identical funds.