IDVIX Mutual Fund Analysis & Holdings | MarketXLS

IDVIX Mutual Fund

NAV$11.07

AUM$2M

TER1.45%

Holdings62

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IDVIX Mutual Fund

NAV$11.07

International Risk Managed Divid Growth Fund Class I

AUM$2M

TER1.45%

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

IDVIX Mutual Fund Overlap Analysis

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

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

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