IVINX Mutual Fund

NAV$42.78

AUM$672M

TER1.10%

Holdings60

IVINX Mutual Fund

NAV$42.78

Nomura Global Growth Fund Class A

AUM$672M

TER1.10%

Holdings60

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

Holdings Overlap Analysis

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

IVINX Mutual Fund Overlap Analysis

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

IVINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, IVINX may share significant positions with broad-market funds.

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