ITETX Mutual Fund

NAV$6.85

AUM$81M

TER1.01%

Holdings126

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$99/yr Pro · Cancel anytime

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ITETX Mutual Fund

NAV$6.85

VY T. Rowe Price Equity Income Portfolio S2

AUM$81M

TER1.01%

Holdings126

See inside every fund you own

$99/yr 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 ITETX 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 ITETX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.