IPOIX Mutual Fund

NAV$27.30

AUM$379M

TER0.80%

Holdings87

See how much of IPOIX you already own

Just $25 once·$99/mo·Download sample

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IPOIX Mutual Fund

NAV$27.30

Nomura Systematic Emerging Markets Equity Fund Class I

AUM$379M

TER0.80%

Holdings87

See how much of IPOIX you already own

Just $25 once·$99/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 IPOIX 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 IPOIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IPOIX Mutual Fund Overlap Analysis

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

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

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