ITGSX Mutual Fund Analysis & Holdings | MarketXLS

ITGSX Mutual Fund

NAV$54.29

AUM$64M

TER0.96%

Holdings87

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ITGSX Mutual Fund

NAV$54.29

VY T. Rowe Price Growth Equity Portfolio Class S

AUM$64M

TER0.96%

Holdings87

See inside every fund you own

$45/quarter 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 ITGSX 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 ITGSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.