ISOPX Mutual Fund Analysis & Holdings | MarketXLS

ISOPX Mutual Fund

NAV$20.93

AUM$53M

TER1.42%

Holdings102

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ISOPX Mutual Fund

NAV$20.93

Voya SmallCap Opportunities Portfolio Advisor Class

AUM$53M

TER1.42%

Holdings102

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

ISOPX Mutual Fund Overlap Analysis

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

ISOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, ISOPX may share significant positions with broad-market funds.

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