ITEAX Mutual Fund

NAV$6.64

AUM$62M

TER1.21%

Holdings126

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ITEAX Mutual Fund

NAV$6.64

VY T. Rowe Price Equity Income Portfolio Advisor Class

AUM$62M

TER1.21%

Holdings126

See how much of ITEAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ITEAX Mutual Fund Overlap Analysis

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

ITEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, ITEAX may share significant positions with broad-market funds.

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