ISNMX Mutual Fund
ISNMX Mutual Fund
NAV$17.42
AUM$25M
TER0.98%
Holdings20
See how much of ISNMX you already own
ISNMX Mutual Fund
NAV$17.42
Voya Solution 2040 Portfolio Class S
AUM$25M
TER0.98%
Holdings20
See how much of ISNMX you already own
ISNMX Mutual Fund Overlap Analysis
ISNMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ISNMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ISNMX may share significant positions with broad-market funds.
ISNMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ISNMX tax-loss harvesting finds highly correlated but non-identical funds.