IDXGX Mutual Fund
IDXGX Mutual Fund
NAV$19.20
AUM$18M
TER0.23%
Holdings13
See how much of IDXGX you already own
IDXGX Mutual Fund
NAV$19.20
Voya Index Solution 2030 Portfolio Class I
AUM$18M
TER0.23%
Holdings13
See how much of IDXGX you already own
IDXGX Mutual Fund Overlap Analysis
IDXGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDXGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, IDXGX may share significant positions with broad-market funds.
IDXGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXGX tax-loss harvesting finds highly correlated but non-identical funds.