IPPXX Mutual Fund
IPPXX Mutual Fund
NAV$1.00
AUM$10.1B
TER0.18%
Holdings118
IPPXX Mutual Fund
NAV$1.00
Invesco Premier Portfolio Institutional Class
AUM$10.1B
TER0.18%
Holdings118
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 118 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.