IPEAX Mutual Fund Analysis & Holdings | MarketXLS

IPEAX Mutual Fund

NAV$4.91

AUM$48M

TER1.29%

Holdings77

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IPEAX Mutual Fund

NAV$4.91

Voya Large Cap Value Portfolio Advisor Class

AUM$48M

TER1.29%

Holdings77

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 IPEAX 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 IPEAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IPEAX Mutual Fund Overlap Analysis

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

IPEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, IPEAX may share significant positions with broad-market funds.

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