IVIYX Mutual Fund Analysis & Holdings | MarketXLS

IVIYX Mutual Fund

NAV$43.22

AUM$3M

TER1.10%

Holdings60

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IVIYX Mutual Fund

NAV$43.22

Nomura Global Growth Fund Class Y

AUM$3M

TER1.10%

Holdings60

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

IVIYX Mutual Fund Overlap Analysis

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

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

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