ISTAX Mutual Fund Similar Funds | MarketXLS

ISTAX Mutual Fund

NAV$32.17

AUM$17M

TER1.44%

Holdings34

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ISTAX Mutual Fund

NAV$32.17

ICON Equity Fund Investor Class

AUM$17M

TER1.44%

Holdings34

See how much of ISTAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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ISTAX Mutual Fund Similar Funds

ISTAX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include IOLZX, DFMAX, ICBMX, DFMIX, DGOCX.

ISTAX alternatives help with portfolio diversification and cost optimization. ISTAX overlap shows shared holdings with similar funds. ISTAX tax-loss harvesting finds correlated substitutes.