IDXLX Mutual Fund
IDXLX Mutual Fund
NAV$23.27
AUM$20M
TER0.24%
Holdings12
See how much of IDXLX you already own
IDXLX Mutual Fund
NAV$23.27
Voya Index Solution 2040 Portfolio Class I
AUM$20M
TER0.24%
Holdings12
See how much of IDXLX you already own
IDXLX Mutual Fund Overlap Analysis
IDXLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDXLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, IDXLX may share significant positions with broad-market funds.
IDXLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXLX tax-loss harvesting finds highly correlated but non-identical funds.