IXISX Mutual Fund
IXISX Mutual Fund
NAV$13.99
AUM$27M
TER0.62%
Holdings11
See how much of IXISX you already own
IXISX Mutual Fund
NAV$13.99
Voya Index Solution 2035 Portfolio Class S2
AUM$27M
TER0.62%
Holdings11
See how much of IXISX you already own
IXISX Mutual Fund Overlap Analysis
IXISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IXISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, IXISX may share significant positions with broad-market funds.
IXISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IXISX tax-loss harvesting finds highly correlated but non-identical funds.