IPESX Mutual Fund Analysis & Holdings | MarketXLS

IPESX Mutual Fund

NAV$5.16

AUM$27M

TER0.94%

Holdings77

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IPESX Mutual Fund

NAV$5.16

Voya Large Cap Value Portfolio Service Class

AUM$27M

TER0.94%

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

IPESX Mutual Fund Overlap Analysis

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

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

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