ICWIX Mutual Fund
ICWIX Mutual Fund
NAV$9.15
AUM$59M
TER1.00%
Holdings45
See how much of ICWIX you already own
ICWIX Mutual Fund
NAV$9.15
Integrity Mid-North American Resources Fund
AUM$59M
TER1.00%
Holdings45
See how much of ICWIX you already own
ICWIX Mutual Fund Overlap Analysis
ICWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ICWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, ICWIX may share significant positions with broad-market funds.
ICWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ICWIX tax-loss harvesting finds highly correlated but non-identical funds.