IEOHX Mutual Fund Holdings Overlap Calculator | MarketXLS

IEOHX Mutual Fund

NAV$18.49

AUM$1.6B

TER0.67%

Holdings59

See what you own twice

Check IEOHX against your other funds. Free for up to 5.

Check my overlap

IEOHX Mutual Fund

NAV$18.49

Voya Large Cap Growth Portfolio Initial

AUM$1.6B

TER0.67%

Holdings59

See what you own twice

Check IEOHX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare IEOHX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IEOHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IEOHX Mutual Fund Overlap Analysis

IEOHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IEOHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, IEOHX may share significant positions with broad-market funds.

IEOHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IEOHX tax-loss harvesting finds highly correlated but non-identical funds.