IPOCX Mutual Fund

NAV$20.13

AUM$12M

TER1.80%

Holdings87

See how much of IPOCX you already own

Just $25 once·$69/mo·Download sample

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IPOCX Mutual Fund

NAV$20.13

Nomura Systematic Emerging Markets Equity Fund Class C

AUM$12M

TER1.80%

Holdings87

See how much of IPOCX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

IPOCX Mutual Fund Overlap Analysis

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

IPOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, IPOCX may share significant positions with broad-market funds.

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