ISWSX Mutual Fund Analysis & Holdings | MarketXLS

ISWSX Mutual Fund

NAV$11.40

AUM$59M

TER0.93%

Holdings17

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ISWSX Mutual Fund

NAV$11.40

Voya Solution Income Portfolio Class S

AUM$59M

TER0.93%

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

ISWSX Mutual Fund Overlap Analysis

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

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

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