IVFLX Mutual Fund

NAV$4.97

AUM$123M

TER0.85%

Holdings44

See how much of IVFLX you already own

Just $25 once·$69/mo·Download sample

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IVFLX Mutual Fund

NAV$4.97

Federated Hermes International Strategic Value Dividend Fund Class R6

AUM$123M

TER0.85%

Holdings44

See how much of IVFLX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

IVFLX Mutual Fund Overlap Analysis

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

IVFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, IVFLX may share significant positions with broad-market funds.

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