IDPZX Mutual Fund
IDPZX Mutual Fund
NAV$11.03
AUM$9M
TER0.28%
Holdings723
See how much of IDPZX you already own
IDPZX Mutual Fund
NAV$11.03
AB Core Bond Portfolio Class Z
AUM$9M
TER0.28%
Holdings723
See how much of IDPZX you already own
IDPZX Mutual Fund Overlap Analysis
IDPZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDPZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 723 holdings, IDPZX may share significant positions with broad-market funds.
IDPZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDPZX tax-loss harvesting finds highly correlated but non-identical funds.