IGIAX Mutual Fund
IGIAX Mutual Fund
NAV$139.65
AUM$67M
TER1.24%
Holdings38
See how much of IGIAX you already own
IGIAX Mutual Fund
NAV$139.65
Integrity Growth & Income Fund Class A
AUM$67M
TER1.24%
Holdings38
See how much of IGIAX you already own
IGIAX Mutual Fund Overlap Analysis
IGIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IGIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, IGIAX may share significant positions with broad-market funds.
IGIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IGIAX tax-loss harvesting finds highly correlated but non-identical funds.