ICIRX Mutual Fund Analysis & Holdings | MarketXLS

ICIRX Mutual Fund

NAV$10.04

TER0.29%

Holdings259

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ICIRX Mutual Fund

NAV$10.04

Invesco Conservative Income Fund Class R6

TER0.29%

Holdings259

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

ICIRX Mutual Fund Overlap Analysis

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

ICIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 259 holdings, ICIRX may share significant positions with broad-market funds.

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