ICSCX Mutual Fund
ICSCX Mutual Fund
NAV$36.13
TER0.89%
Holdings104
See how much of ICSCX you already own
ICSCX Mutual Fund
NAV$36.13
William Blair Small Cap Value Fund Instl Cl
TER0.89%
Holdings104
See how much of ICSCX you already own
ICSCX Mutual Fund Overlap Analysis
ICSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ICSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, ICSCX may share significant positions with broad-market funds.
ICSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ICSCX tax-loss harvesting finds highly correlated but non-identical funds.