ISWIX Mutual Fund Analysis & Holdings | MarketXLS

ISWIX Mutual Fund

NAV$11.51

AUM$15M

TER0.68%

Holdings17

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ISWIX Mutual Fund

NAV$11.51

Voya Solution Income Portfolio Initial

AUM$15M

TER0.68%

Holdings17

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

ISWIX Mutual Fund Overlap Analysis

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

ISWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, ISWIX may share significant positions with broad-market funds.

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