ISCAX Mutual Fund Analysis & Holdings | MarketXLS

ISCAX Mutual Fund

NAV$53.96

AUM$115M

TER1.24%

Holdings153

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ISCAX Mutual Fund

NAV$53.96

Federated Hermes International Small-Mid Company Fund Class A

AUM$115M

TER1.24%

Holdings153

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

ISCAX Mutual Fund Overlap Analysis

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

ISCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, ISCAX may share significant positions with broad-market funds.

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