IPSSX Mutual Fund

NAV$26.13

AUM$32M

TER0.85%

Holdings463

IPSSX Mutual Fund

NAV$26.13

Voya Index Plus SmallCap Portfolio Class S

AUM$32M

TER0.85%

Holdings463

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Holdings Overlap Analysis

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

IPSSX Mutual Fund Overlap Analysis

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

IPSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 463 holdings, IPSSX may share significant positions with broad-market funds.

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