IPPXX Mutual Fund
IPPXX Mutual Fund
NAV$1.00
AUM$10.2B
TER0.18%
Holdings126
See how much of IPPXX you already own
IPPXX Mutual Fund
NAV$1.00
Invesco Premier Portfolio Institutional Class
AUM$10.2B
TER0.18%
Holdings126
See how much of IPPXX you already own
IPPXX Mutual Fund Overlap Analysis
IPPXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IPPXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, IPPXX may share significant positions with broad-market funds.
IPPXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IPPXX tax-loss harvesting finds highly correlated but non-identical funds.