ILAAX Mutual Fund
ILAAX Mutual Fund
NAV$11.66
AUM$2M
TER0.52%
Holdings20
See how much of ILAAX you already own
ILAAX Mutual Fund
NAV$11.66
Invesco Income Allocation Fund Class R5
AUM$2M
TER0.52%
Holdings20
See how much of ILAAX you already own
ILAAX Mutual Fund Overlap Analysis
ILAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ILAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ILAAX may share significant positions with broad-market funds.
ILAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ILAAX tax-loss harvesting finds highly correlated but non-identical funds.