ISMDX Mutual Fund Analysis & Holdings | MarketXLS

ISMDX Mutual Fund

NAV$12.89

AUM$1M

TER1.00%

Holdings14

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ISMDX Mutual Fund

NAV$12.89

Voya Strategic Allocation Moderate Portfolio Class S

AUM$1M

TER1.00%

Holdings14

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

ISMDX Mutual Fund Overlap Analysis

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

ISMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, ISMDX may share significant positions with broad-market funds.

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