IGFSX Mutual Fund

NAV$7.41

AUM$29M

TER1.29%

Holdings37

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$99/yr Pro · Cancel anytime

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IGFSX Mutual Fund

NAV$7.41

VY Morgan Stanley Global Franchise Portfolio S2

AUM$29M

TER1.29%

Holdings37

See inside every fund you own

$99/yr 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 IGFSX 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 IGFSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IGFSX Mutual Fund Overlap Analysis

IGFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IGFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, IGFSX may share significant positions with broad-market funds.

IGFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IGFSX tax-loss harvesting finds highly correlated but non-identical funds.