IUSXX Mutual Fund
IUSXX Mutual Fund
NAV$1.00
AUM$132M
TER0.30%
Holdings30
IUSXX Mutual Fund
NAV$1.00
DWS Treasury Portfolio - DWS US Treasury Money Fund Class S
AUM$132M
TER0.30%
Holdings30
IUSXX Mutual Fund Overlap Analysis
IUSXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IUSXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, IUSXX may share significant positions with broad-market funds.
IUSXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IUSXX tax-loss harvesting finds highly correlated but non-identical funds.