POIIX Mutual Fund
POIIX Mutual Fund
NAV$15.50
AUM$25M
TER1.08%
Holdings29
See how much of POIIX you already own
POIIX Mutual Fund
NAV$15.50
Polen International Growth Fund Institutional Class
AUM$25M
TER1.08%
Holdings29
See how much of POIIX you already own
POIIX Mutual Fund Overlap Analysis
POIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
POIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, POIIX may share significant positions with broad-market funds.
POIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. POIIX tax-loss harvesting finds highly correlated but non-identical funds.