ITCSX Mutual Fund
ITCSX Mutual Fund
NAV$25.42
AUM$2.0B
TER0.90%
Holdings277
See how much of ITCSX you already own
ITCSX Mutual Fund
NAV$25.42
VY T. Rowe Price Capital Appreciation Portfolio Service
AUM$2.0B
TER0.90%
Holdings277
See how much of ITCSX you already own
ITCSX Mutual Fund Overlap Analysis
ITCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 277 holdings, ITCSX may share significant positions with broad-market funds.
ITCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITCSX tax-loss harvesting finds highly correlated but non-identical funds.