ITGSX Mutual Fund
ITGSX Mutual Fund
NAV$54.29
AUM$64M
TER0.96%
Holdings87
See how much of ITGSX you already own
ITGSX Mutual Fund
NAV$54.29
VY T. Rowe Price Growth Equity Portfolio Class S
AUM$64M
TER0.96%
Holdings87
See how much of ITGSX you already own
ITGSX Mutual Fund Overlap Analysis
ITGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ITGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, ITGSX may share significant positions with broad-market funds.
ITGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ITGSX tax-loss harvesting finds highly correlated but non-identical funds.