ICSIX Mutual Fund

NAV$14.97

AUM$81M

TER1.36%

Holdings16

ICSIX Mutual Fund

NAV$14.97

Dynamic US Opportunity Fund Class I

AUM$81M

TER1.36%

Holdings16

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Holdings Overlap Analysis

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

ICSIX Mutual Fund Overlap Analysis

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

ICSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, ICSIX may share significant positions with broad-market funds.

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