ISSPX Mutual Fund
ISSPX Mutual Fund
NAV$13.53
AUM$114M
TER1.03%
Holdings17
See how much of ISSPX you already own
ISSPX Mutual Fund
NAV$13.53
Voya Solution 2055 Portfolio Class S
AUM$114M
TER1.03%
Holdings17
See how much of ISSPX you already own
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.