IUSCX Mutual Fund

NAV$10.23

AUM$196,754.94

TER0.75%

Holdings96

IUSCX Mutual Fund

NAV$10.23

FI Institutional Group US Small Cap Equity Fund

AUM$196,754.94

TER0.75%

Holdings96

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Holdings Overlap Analysis

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

IUSCX Mutual Fund Overlap Analysis

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

IUSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, IUSCX may share significant positions with broad-market funds.

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