ILLLX Mutual Fund
ILLLX Mutual Fund
NAV$27.73
AUM$103M
TER1.88%
Holdings32
See how much of ILLLX you already own
ILLLX Mutual Fund
NAV$27.73
Transamerica Capital Growth Class C
AUM$103M
TER1.88%
Holdings32
See how much of ILLLX you already own
ILLLX Mutual Fund Overlap Analysis
ILLLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ILLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, ILLLX may share significant positions with broad-market funds.
ILLLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ILLLX tax-loss harvesting finds highly correlated but non-identical funds.