INDZX Mutual Fund Analysis & Holdings | MarketXLS

INDZX Mutual Fund

NAV$21.56

AUM$1.9B

TER0.97%

Holdings62

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INDZX Mutual Fund

NAV$21.56

Columbia Intrinsic Value Fund Class A

AUM$1.9B

TER0.97%

Holdings62

See inside every fund you own

$45/quarter 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 INDZX 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 INDZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

INDZX Mutual Fund Overlap Analysis

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

INDZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, INDZX may share significant positions with broad-market funds.

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