IVCSX Mutual Fund

NAV$16.08

AUM$229M

TER0.87%

Holdings169

IVCSX Mutual Fund

NAV$16.08

Voya Small Company Portfolio Initial

AUM$229M

TER0.87%

Holdings169

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Holdings Overlap Analysis

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

IVCSX Mutual Fund Overlap Analysis

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

IVCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, IVCSX may share significant positions with broad-market funds.

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