ISCIX Mutual Fund

NAV$55.91

AUM$435M

TER0.99%

Holdings153

ISCIX Mutual Fund

NAV$55.91

Federated Hermes International Small-Mid Company Fund Institutional Class

AUM$435M

TER0.99%

Holdings153

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Holdings Overlap Analysis

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

ISCIX Mutual Fund Overlap Analysis

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

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

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