IIFTX Mutual Fund
IIFTX Mutual Fund
NAV$10.45
AUM$3M
TER0.83%
Holdings409
See how much of IIFTX you already own
IIFTX Mutual Fund
NAV$10.45
Voya Balanced Income Fund Class A
AUM$3M
TER0.83%
Holdings409
See how much of IIFTX you already own
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.