ITIOX Mutual Fund

NAV$9.49

AUM$5M

TER0.64%

Holdings125

See how much of ITIOX you already own

Just $25 once·$99/mo·Download sample

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ITIOX Mutual Fund

NAV$9.49

Transamerica Inflation Opportunities Fund Class I

AUM$5M

TER0.64%

Holdings125

See how much of ITIOX 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 ITIOX 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 ITIOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ITIOX Mutual Fund Overlap Analysis

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

ITIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, ITIOX may share significant positions with broad-market funds.

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