IUASX Mutual Fund
IUASX Mutual Fund
NAV$32.96
AUM$21M
TER0.89%
Holdings312
See how much of IUASX you already own
IUASX Mutual Fund
NAV$32.96
VY Invesco Equity and Income Portfolio Class S
AUM$21M
TER0.89%
Holdings312
See how much of IUASX you already own
IUASX Mutual Fund Overlap Analysis
IUASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IUASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 312 holdings, IUASX may share significant positions with broad-market funds.
IUASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IUASX tax-loss harvesting finds highly correlated but non-identical funds.