IDVSX Mutual Fund
IDVSX Mutual Fund
NAV$29.21
TER0.90%
Holdings30
See how much of IDVSX you already own
IDVSX Mutual Fund
NAV$29.21
Morgan Stanley Institutional Fund Inc. International Advantage Port Class R6
TER0.90%
Holdings30
See how much of IDVSX you already own
IDVSX Mutual Fund Overlap Analysis
IDVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, IDVSX may share significant positions with broad-market funds.
IDVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDVSX tax-loss harvesting finds highly correlated but non-identical funds.