ICGIX Mutual Fund Analysis & Holdings | MarketXLS

ICGIX Mutual Fund

NAV$10.41

AUM$64M

TER0.66%

Holdings19

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ICGIX Mutual Fund

NAV$10.41

Voya Solution Conservative Portfolio Initial

AUM$64M

TER0.66%

Holdings19

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

ICGIX Mutual Fund Overlap Analysis

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

ICGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, ICGIX may share significant positions with broad-market funds.

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