IVNCX Mutual Fund Analysis & Holdings | MarketXLS

IVNCX Mutual Fund

NAV$22.90

AUM$3M

TER1.85%

Holdings60

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IVNCX Mutual Fund

NAV$22.90

Nomura Global Growth Fund Class C

AUM$3M

TER1.85%

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

IVNCX Mutual Fund Overlap Analysis

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

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

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