IIFTX Mutual Fund Analysis & Holdings | MarketXLS

IIFTX Mutual Fund

NAV$10.60

AUM$3M

TER0.98%

Holdings409

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IIFTX Mutual Fund

NAV$10.60

Voya Balanced Income Portfolio Class A

AUM$3M

TER0.98%

Holdings409

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

IIFTX Mutual Fund Overlap Analysis

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

IIFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 409 holdings, IIFTX may share significant positions with broad-market funds.

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