IDXKX Mutual Fund
IDXKX Mutual Fund
NAV$22.45
AUM$34M
TER0.74%
Holdings12
See how much of IDXKX you already own
IDXKX Mutual Fund
NAV$22.45
Voya Index Solution 2040 Portfolio Advisor Class
AUM$34M
TER0.74%
Holdings12
See how much of IDXKX you already own
IDXKX Mutual Fund Overlap Analysis
IDXKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDXKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, IDXKX may share significant positions with broad-market funds.
IDXKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXKX tax-loss harvesting finds highly correlated but non-identical funds.