IEDZX Mutual Fund
IEDZX Mutual Fund
NAV$15.54
AUM$26M
TER0.61%
Holdings67
See how much of IEDZX you already own
IEDZX Mutual Fund
NAV$15.54
Voya Large Cap Value Fund Class R6
AUM$26M
TER0.61%
Holdings67
See how much of IEDZX you already own
IEDZX Mutual Fund Overlap Analysis
IEDZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IEDZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, IEDZX may share significant positions with broad-market funds.
IEDZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IEDZX tax-loss harvesting finds highly correlated but non-identical funds.