IFUTX Mutual Fund
IFUTX Mutual Fund
NAV$29.14
AUM$246M
TER0.60%
Holdings75
See how much of IFUTX you already own
IFUTX Mutual Fund
NAV$29.14
Invesco Dividend Income Fund Class R6
AUM$246M
TER0.60%
Holdings75
See how much of IFUTX you already own
IFUTX Mutual Fund Overlap Analysis
IFUTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IFUTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, IFUTX may share significant positions with broad-market funds.
IFUTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IFUTX tax-loss harvesting finds highly correlated but non-identical funds.