IFAAX Mutual Fund
IFAAX Mutual Fund
NAV$25.11
AUM$20M
TER1.20%
Holdings190
See how much of IFAAX you already own
IFAAX Mutual Fund
NAV$25.11
Meeder Conservative Allocation Fund Adviser Class
AUM$20M
TER1.20%
Holdings190
See how much of IFAAX you already own
IFAAX Mutual Fund Overlap Analysis
IFAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IFAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, IFAAX may share significant positions with broad-market funds.
IFAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IFAAX tax-loss harvesting finds highly correlated but non-identical funds.