IFRAX Mutual Fund
IFRAX Mutual Fund
NAV$7.96
AUM$34M
TER0.95%
Holdings372
IFRAX Mutual Fund
NAV$7.96
Voya Floating Rate Fund Class A
AUM$34M
TER0.95%
Holdings372
IFRAX Mutual Fund Overlap Analysis
IFRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IFRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 372 holdings, IFRAX may share significant positions with broad-market funds.
IFRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IFRAX tax-loss harvesting finds highly correlated but non-identical funds.