ISCSX Mutual Fund

NAV$17.21

AUM$30M

TER0.96%

Holdings79

See how much of ISCSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

ISCSX Mutual Fund

NAV$17.21

VY Columbia Contrarian Core Portfolio Class S

AUM$30M

TER0.96%

Holdings79

See how much of ISCSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare ISCSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ISCSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ISCSX Mutual Fund Overlap Analysis

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

ISCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, ISCSX may share significant positions with broad-market funds.

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