ITETX Mutual Fund
ITETX Mutual Fund
NAV$6.85
AUM$81M
TER1.01%
Holdings126
See how much of ITETX you already own
ITETX Mutual Fund
NAV$6.85
VY T. Rowe Price Equity Income Portfolio S2
AUM$81M
TER1.01%
Holdings126
See how much of ITETX you already own
ITETX Mutual Fund Overlap Analysis
ITETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, ITETX may share significant positions with broad-market funds.
ITETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITETX tax-loss harvesting finds highly correlated but non-identical funds.