ICLLX Mutual Fund
ICLLX Mutual Fund
NAV$11.45
AUM$13M
TER1.82%
Holdings42
See how much of ICLLX you already own
ICLLX Mutual Fund
NAV$11.45
Transamerica Asset Allocation Conservative Portfolio Class C
AUM$13M
TER1.82%
Holdings42
See how much of ICLLX you already own
ICLLX Mutual Fund Overlap Analysis
ICLLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ICLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, ICLLX may share significant positions with broad-market funds.
ICLLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ICLLX tax-loss harvesting finds highly correlated but non-identical funds.