ISDSX Mutual Fund Analysis & Holdings | MarketXLS

ISDSX Mutual Fund

NAV$10.86

AUM$77M

TER0.46%

Holdings13

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ISDSX Mutual Fund

NAV$10.86

Voya Index Solution 2025 Portfolio Class S

AUM$77M

TER0.46%

Holdings13

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

ISDSX Mutual Fund Overlap Analysis

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

ISDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, ISDSX may share significant positions with broad-market funds.

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