ISFAX Mutual Fund Analysis & Holdings | MarketXLS

ISFAX Mutual Fund

NAV$17.74

TER1.16%

Holdings15

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ISFAX Mutual Fund

NAV$17.74

Lord Abbett Multi-Asset Income Fund- Class A

TER1.16%

Holdings15

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

ISFAX Mutual Fund Overlap Analysis

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

ISFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, ISFAX may share significant positions with broad-market funds.

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