INDFX Mutual Fund
NAV$15.36
AUM$9,912.02
TER1.00%
Holdings6
INDFX Mutual Fund
NAV$15.36
Invesco International Diversified Fund Class R5
AUM$9,912.02
TER1.00%
Holdings6
INDFX Mutual Fund Overlap Analysis
INDFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
INDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, INDFX may share significant positions with broad-market funds.
INDFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. INDFX tax-loss harvesting finds highly correlated but non-identical funds.