IPSAX Mutual Fund

NAV$10.30

AUM$40M

TER1.48%

Holdings45

IPSAX Mutual Fund

NAV$10.30

IPS Strategic Capital Absolute Return Fund Institutional Class

AUM$40M

TER1.48%

Holdings45

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

Holdings Overlap Analysis

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

IPSAX Mutual Fund Overlap Analysis

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

IPSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, IPSAX may share significant positions with broad-market funds.

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