ICSAX Mutual Fund
ICSAX Mutual Fund
NAV$12.07
AUM$25M
TER1.43%
Holdings101
See how much of ICSAX you already own
ICSAX Mutual Fund
NAV$12.07
VY Columbia Small Cap Value and Inflection Portfolio Advisor Class
AUM$25M
TER1.43%
Holdings101
See how much of ICSAX you already own
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.