ISCVX Mutual Fund

NAV$11.13

AUM$3M

TER0.96%

Holdings16

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Just $25 once·$99/mo·Download sample

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ISCVX Mutual Fund

NAV$11.13

Voya Strategic Allocation Conservative Portfolio Class S

AUM$3M

TER0.96%

Holdings16

See how much of ISCVX 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 ISCVX 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 ISCVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ISCVX Mutual Fund Overlap Analysis

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

ISCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, ISCVX may share significant positions with broad-market funds.

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