IDVGX Mutual Fund Analysis & Holdings | MarketXLS

IDVGX Mutual Fund

NAV$11.09

AUM$634,696.5

TER1.60%

Holdings63

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IDVGX Mutual Fund

NAV$11.09

Internatioanl Risk Managed Dividend Growth Fund Class A

AUM$634,696.5

TER1.60%

Holdings63

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

IDVGX Mutual Fund Overlap Analysis

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

IDVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, IDVGX may share significant positions with broad-market funds.

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