INVXX Mutual Fund
INVXX Mutual Fund
NAV$1.00
AUM$12M
TER0.32%
Holdings115
INVXX Mutual Fund
NAV$1.00
Invesco Government Money Market Fund Class R6
AUM$12M
TER0.32%
Holdings115
INVXX Mutual Fund Overlap Analysis
INVXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
INVXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, INVXX may share significant positions with broad-market funds.
INVXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. INVXX tax-loss harvesting finds highly correlated but non-identical funds.