IUSCX Mutual Fund
IUSCX Mutual Fund
NAV$10.23
AUM$196,754.94
TER0.75%
Holdings96
See how much of IUSCX you already own
IUSCX Mutual Fund
NAV$10.23
FI Institutional Group US Small Cap Equity Fund
AUM$196,754.94
TER0.75%
Holdings96
See how much of IUSCX you already own
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.