IGIUX Mutual Fund
IGIUX Mutual Fund
NAV$133.48
AUM$9M
TER1.99%
Holdings38
See how much of IGIUX you already own
IGIUX Mutual Fund
NAV$133.48
Integrity Growth & Income Fund Class C
AUM$9M
TER1.99%
Holdings38
See how much of IGIUX you already own
IGIUX Mutual Fund Overlap Analysis
IGIUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IGIUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, IGIUX may share significant positions with broad-market funds.
IGIUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IGIUX tax-loss harvesting finds highly correlated but non-identical funds.