IXXVX Mutual Fund

NAV$10.58

AUM$14M

TER0.61%

Holdings13

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$99/yr Pro · Cancel anytime

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IXXVX Mutual Fund

NAV$10.58

Voya Index Solution 2025 Portfolio Class S2

AUM$14M

TER0.61%

Holdings13

See inside every fund you own

$99/yr 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 IXXVX 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 IXXVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IXXVX Mutual Fund Overlap Analysis

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

IXXVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, IXXVX may share significant positions with broad-market funds.

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