ICLAX Mutual Fund
ICLAX Mutual Fund
NAV$11.69
AUM$237M
TER1.05%
Holdings42
See how much of ICLAX you already own
ICLAX Mutual Fund
NAV$11.69
Transamerica Asset Allocation Conservative Portfolio Class A
AUM$237M
TER1.05%
Holdings42
See how much of ICLAX you already own
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.