IIXCX Mutual Fund
IIXCX Mutual Fund
NAV$9.17
AUM$3M
TER1.76%
Holdings27
See how much of IIXCX you already own
IIXCX Mutual Fund
NAV$9.17
Catalyst Insider Income Fund Class C
AUM$3M
TER1.76%
Holdings27
See how much of IIXCX you already own
IIXCX Mutual Fund Overlap Analysis
IIXCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IIXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, IIXCX may share significant positions with broad-market funds.
IIXCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IIXCX tax-loss harvesting finds highly correlated but non-identical funds.