ICSAX Mutual Fund

NAV$12.07

AUM$25M

TER1.43%

Holdings101

ICSAX Mutual Fund

NAV$12.07

VY Columbia Small Cap Value and Inflection Portfolio Advisor Class

AUM$25M

TER1.43%

Holdings101

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Holdings Overlap Analysis

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

ICSAX Mutual Fund Overlap Analysis

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

ICSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, ICSAX may share significant positions with broad-market funds.

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