IGFAX Mutual Fund
IGFAX Mutual Fund
NAV$5.84
AUM$104M
TER1.49%
Holdings37
See how much of IGFAX you already own
IGFAX Mutual Fund
NAV$5.84
VY Morgan Stanley Global Franchise Portfolio Advisor Class
AUM$104M
TER1.49%
Holdings37
See how much of IGFAX you already own
IGFAX Mutual Fund Overlap Analysis
IGFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IGFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, IGFAX may share significant positions with broad-market funds.
IGFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IGFAX tax-loss harvesting finds highly correlated but non-identical funds.