IGIAX Mutual Fund Analysis & Holdings | MarketXLS

IGIAX Mutual Fund

NAV$142.29

AUM$67M

TER1.24%

Holdings38

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

IGIAX Mutual Fund

NAV$142.29

Integrity Growth & Income Fund Class A

AUM$67M

TER1.24%

Holdings38

See inside every fund you own

$45/quarter 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 IGIAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IGIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.