IVIAX Mutual Fund

NAV$24.81

AUM$454M

TER1.02%

Holdings55

IVIAX Mutual Fund

NAV$24.81

Nomura International Core Equity Fund Class A

AUM$454M

TER1.02%

Holdings55

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

Compare IVIAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IVIAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IVIAX Mutual Fund Overlap Analysis

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

IVIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, IVIAX may share significant positions with broad-market funds.

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