IENSX Mutual Fund
IENSX Mutual Fund
NAV$45.28
AUM$458,700.35
TER0.83%
Holdings32
See how much of IENSX you already own
IENSX Mutual Fund
NAV$45.28
Invesco Energy Fund Class R6
AUM$458,700.35
TER0.83%
Holdings32
See how much of IENSX you already own
IENSX Mutual Fund Overlap Analysis
IENSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IENSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, IENSX may share significant positions with broad-market funds.
IENSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IENSX tax-loss harvesting finds highly correlated but non-identical funds.