INDXX Mutual Fund
INDXX Mutual Fund
AUM$52,183.36
TER0.43%
Holdings70
INDXX Mutual Fund
Goldman Sachs Investor Tax-Exempt New York Money Market Fund Admin Class
AUM$52,183.36
TER0.43%
Holdings70
INDXX Mutual Fund Overlap Analysis
INDXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
INDXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, INDXX may share significant positions with broad-market funds.
INDXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. INDXX tax-loss harvesting finds highly correlated but non-identical funds.