IGSIX Mutual Fund

NAV$11.13

AUM$2M

TER0.98%

Holdings41

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IGSIX Mutual Fund

NAV$11.13

Impax Global Social Leaders Fund Institutional Class

AUM$2M

TER0.98%

Holdings41

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 IGSIX 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 IGSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IGSIX Mutual Fund Overlap Analysis

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

IGSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, IGSIX may share significant positions with broad-market funds.

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