ISIWX Mutual Fund

NAV$9.24

AUM$16M

TER0.62%

Holdings1,725

See how much of ISIWX you already own

Just $25 once·$99/mo·Download sample

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ISIWX Mutual Fund

NAV$9.24

Voya Strategic Income Opportunities Fund Class W

AUM$16M

TER0.62%

Holdings1,725

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

ISIWX Mutual Fund Overlap Analysis

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

ISIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1725 holdings, ISIWX may share significant positions with broad-market funds.

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