IFAAX Mutual Fund Analysis & Holdings | MarketXLS

IFAAX Mutual Fund

NAV$25.14

AUM$20M

TER1.20%

Holdings190

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IFAAX Mutual Fund

NAV$25.14

Meeder Conservative Allocation Fund Adviser Class

AUM$20M

TER1.20%

Holdings190

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

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.