ISSPX Mutual Fund
ISSPX Mutual Fund
NAV$13.72
AUM$114M
TER1.03%
Holdings17
ISSPX Mutual Fund
NAV$13.72
Voya Solution 2055 Portfolio Class S
AUM$114M
TER1.03%
Holdings17
ISSPX Mutual Fund Overlap Analysis
ISSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ISSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, ISSPX may share significant positions with broad-market funds.
ISSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ISSPX tax-loss harvesting finds highly correlated but non-identical funds.