IDVCX Mutual Fund Analysis & Holdings | MarketXLS

IDVCX Mutual Fund

NAV$10.59

AUM$517,351.44

TER2.35%

Holdings62

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IDVCX Mutual Fund

NAV$10.59

International Risk Managed Divid Growth Fund Class C

AUM$517,351.44

TER2.35%

Holdings62

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

IDVCX Mutual Fund Overlap Analysis

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

IDVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, IDVCX may share significant positions with broad-market funds.

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