IVOCX Mutual Fund Analysis & Holdings | MarketXLS

IVOCX Mutual Fund

NAV$19.29

AUM$10M

TER1.83%

Holdings40

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IVOCX Mutual Fund

NAV$19.29

Nomura Mid Cap Income Opportunities Fund Class C

AUM$10M

TER1.83%

Holdings40

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

IVOCX Mutual Fund Overlap Analysis

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

IVOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, IVOCX may share significant positions with broad-market funds.

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