ICLAX Mutual Fund Analysis & Holdings | MarketXLS

ICLAX Mutual Fund

NAV$11.85

AUM$240M

TER1.05%

Holdings42

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ICLAX Mutual Fund

NAV$11.85

Transamerica Asset Allocation Conservative Portfolio Class A

AUM$240M

TER1.05%

Holdings42

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

ICLAX Mutual Fund Overlap Analysis

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

ICLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, ICLAX may share significant positions with broad-market funds.

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