IVGSX Mutual Fund

NAV$21.78

AUM$92M

TER0.90%

Holdings82

See how much of IVGSX you already own

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IVGSX Mutual Fund

NAV$21.78

VY Invesco Growth and Income Portfolio Service Class

AUM$92M

TER0.90%

Holdings82

See how much of IVGSX you already own

Just $25 once·$99/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 IVGSX 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 IVGSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IVGSX Mutual Fund Overlap Analysis

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

IVGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, IVGSX may share significant positions with broad-market funds.

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