ICVRX Mutual Fund Analysis & Holdings | MarketXLS

ICVRX Mutual Fund

NAV$12.07

AUM$531,654.64

TER1.27%

Holdings42

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ICVRX Mutual Fund

NAV$12.07

Transamerica Asset Allocation Conservative Portfolio Class R

AUM$531,654.64

TER1.27%

Holdings42

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ICVRX Mutual Fund Overlap Analysis

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

ICVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, ICVRX may share significant positions with broad-market funds.

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