INIVX Mutual Fund
INIVX Mutual Fund
NAV$29.13
AUM$563M
TER1.31%
Holdings48
INIVX Mutual Fund
NAV$29.13
VanEck International Investors Gold Fund Class A
AUM$563M
TER1.31%
Holdings48
INIVX Mutual Fund Overlap Analysis
INIVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
INIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, INIVX may share significant positions with broad-market funds.
INIVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. INIVX tax-loss harvesting finds highly correlated but non-identical funds.