IYSCX Mutual Fund
IYSCX Mutual Fund
NAV$14.78
AUM$8M
TER1.87%
Holdings122
See how much of IYSCX you already own
IYSCX Mutual Fund
NAV$14.78
Nomura Smid Cap Core Fund Class C
AUM$8M
TER1.87%
Holdings122
See how much of IYSCX you already own
IYSCX Mutual Fund Overlap Analysis
IYSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IYSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 122 holdings, IYSCX may share significant positions with broad-market funds.
IYSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IYSCX tax-loss harvesting finds highly correlated but non-identical funds.