INDEX Mutual Fund

NAV$72.61

AUM$176M

TER0.25%

Holdings505

See how much of INDEX you already own

Just $25 once·$99/mo·Download sample

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INDEX Mutual Fund

NAV$72.61

CYBER HORNET S&P 500 No Load Class

AUM$176M

TER0.25%

Holdings505

See how much of INDEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare INDEX 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 INDEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

INDEX Mutual Fund Overlap Analysis

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

INDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, INDEX may share significant positions with broad-market funds.

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