IPETX Mutual Fund

NAV$5.18

AUM$250,580.96

TER1.09%

Holdings77

IPETX Mutual Fund

NAV$5.18

Voya Large Cap Value Portfolio Class S2

AUM$250,580.96

TER1.09%

Holdings77

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare IPETX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IPETX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IPETX Mutual Fund Overlap Analysis

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

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

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