IEDIX Mutual Fund
IEDIX Mutual Fund
NAV$15.60
AUM$297M
TER0.61%
Holdings67
See how much of IEDIX you already own
IEDIX Mutual Fund
NAV$15.60
Voya Large Cap Value Fund Class I
AUM$297M
TER0.61%
Holdings67
See how much of IEDIX you already own
IEDIX Mutual Fund Overlap Analysis
IEDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IEDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, IEDIX may share significant positions with broad-market funds.
IEDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IEDIX tax-loss harvesting finds highly correlated but non-identical funds.