IIFSX Mutual Fund
IIFSX Mutual Fund
NAV$10.56
AUM$170M
TER0.83%
Holdings409
See how much of IIFSX you already own
IIFSX Mutual Fund
NAV$10.56
Voya Balanced Income Fund Class R3
AUM$170M
TER0.83%
Holdings409
See how much of IIFSX you already own
IIFSX Mutual Fund Overlap Analysis
IIFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IIFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 409 holdings, IIFSX may share significant positions with broad-market funds.
IIFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IIFSX tax-loss harvesting finds highly correlated but non-identical funds.