ICIFX Mutual Fund
ICIFX Mutual Fund
NAV$10.03
AUM$1.9B
TER0.27%
Holdings259
ICIFX Mutual Fund
NAV$10.03
Invesco Conservative Income Fund Instl CL
AUM$1.9B
TER0.27%
Holdings259
ICIFX Mutual Fund Overlap Analysis
ICIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ICIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 259 holdings, ICIFX may share significant positions with broad-market funds.
ICIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ICIFX tax-loss harvesting finds highly correlated but non-identical funds.