ILESX Mutual Fund Analysis & Holdings | MarketXLS

ILESX Mutual Fund

NAV$10.60

AUM$309,280.72

TER0.47%

Holdings60

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ILESX Mutual Fund

NAV$10.60

FI Institutional Group US Large Cap Equity Environmental and Social Values Fund

AUM$309,280.72

TER0.47%

Holdings60

See inside every fund you own

$99/yr 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 ILESX 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 ILESX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ILESX Mutual Fund Overlap Analysis

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

ILESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, ILESX may share significant positions with broad-market funds.

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