IDXPX Mutual Fund
IDXPX Mutual Fund
NAV$23.99
AUM$30M
TER0.76%
Holdings11
See how much of IDXPX you already own
IDXPX Mutual Fund
NAV$23.99
Voya Index Solution 2050 Portfolio Advisor Class
AUM$30M
TER0.76%
Holdings11
See how much of IDXPX you already own
IDXPX Mutual Fund Overlap Analysis
IDXPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDXPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, IDXPX may share significant positions with broad-market funds.
IDXPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXPX tax-loss harvesting finds highly correlated but non-identical funds.