IUASX Mutual Fund Analysis & Holdings | MarketXLS

IUASX Mutual Fund

NAV$34.00

AUM$21M

TER0.89%

Holdings312

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IUASX Mutual Fund

NAV$34.00

VY Invesco Equity and Income Portfolio Class S

AUM$21M

TER0.89%

Holdings312

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 IUASX 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 IUASX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.