IICAX Mutual Fund

IICAX Mutual Fund

NAV$12.71
See how much of IICAX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Holdings Overlap Analysis

Compare IICAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

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

IICAX Mutual Fund Overlap Analysis

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

IICAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, IICAX may share significant positions with broad-market funds.

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