IEYYX Mutual Fund
IEYYX Mutual Fund
NAV$13.08
AUM$3M
TER1.24%
Holdings35
See how much of IEYYX you already own
IEYYX Mutual Fund
NAV$13.08
Nomura Climate Solutions Fund Class Y
AUM$3M
TER1.24%
Holdings35
See how much of IEYYX you already own
IEYYX Mutual Fund Overlap Analysis
IEYYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IEYYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, IEYYX may share significant positions with broad-market funds.
IEYYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IEYYX tax-loss harvesting finds highly correlated but non-identical funds.