IEAIX Mutual Fund
IEAIX Mutual Fund
NAV$13.33
AUM$11M
TER0.80%
Holdings219
IEAIX Mutual Fund
NAV$13.33
Lazard International Equity Advantage Portfolio Institutional Shares
AUM$11M
TER0.80%
Holdings219
IEAIX Mutual Fund Overlap Analysis
IEAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IEAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 219 holdings, IEAIX may share significant positions with broad-market funds.
IEAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IEAIX tax-loss harvesting finds highly correlated but non-identical funds.