IUTCX Mutual Fund
IUTCX Mutual Fund
NAV$29.58
TER1.69%
Holdings75
See how much of IUTCX you already own
IUTCX Mutual Fund
NAV$29.58
Invesco Dividend Income Fund Class C
TER1.69%
Holdings75
See how much of IUTCX you already own
IUTCX Mutual Fund Overlap Analysis
IUTCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IUTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, IUTCX may share significant positions with broad-market funds.
IUTCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IUTCX tax-loss harvesting finds highly correlated but non-identical funds.