ISMVX Mutual Fund

NAV$13.95

TER0.85%

Holdings81

ISMVX Mutual Fund

NAV$13.95

William Blair Small Mid Cap Value Fund Class I

TER0.85%

Holdings81

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Holdings Overlap Analysis

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

ISMVX Mutual Fund Overlap Analysis

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

ISMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, ISMVX may share significant positions with broad-market funds.

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