ISFOX Mutual Fund Analysis & Holdings | MarketXLS

ISFOX Mutual Fund

NAV$17.71

TER0.85%

Holdings15

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

ISFOX Mutual Fund

NAV$17.71

Lord Abbett Multi-Asset Income Fund Class F3

TER0.85%

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

ISFOX Mutual Fund Overlap Analysis

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

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

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