IXVII Mutual Fund
IXVII Mutual Fund
AUM$20M
TER0.29%
Holdings507
See how much of IXVII you already own
IXVII Mutual Fund
BlackRock S&P 500 Index V.I. Fund
AUM$20M
TER0.29%
Holdings507
See how much of IXVII you already own
IXVII Mutual Fund Overlap Analysis
IXVII overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IXVII portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, IXVII may share significant positions with broad-market funds.
IXVII overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IXVII tax-loss harvesting finds highly correlated but non-identical funds.