IPEIX Mutual Fund

NAV$5.63

AUM$428M

TER0.69%

Holdings77

IPEIX Mutual Fund

NAV$5.63

Voya Large Cap Value Portfolio Initial Class

AUM$428M

TER0.69%

Holdings77

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

IPEIX Mutual Fund Overlap Analysis

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

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

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