SPISX Mutual Fund Analysis & Holdings | MarketXLS

SPISX Mutual Fund

NAV$83.46

AUM$5M

TER0.19%

Holdings506

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SPISX Mutual Fund

NAV$83.46

Invesco S&P 500 Index Fund Class R6

AUM$5M

TER0.19%

Holdings506

See inside every fund you own

$45/quarter 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 SPISX 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 SPISX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SPISX Mutual Fund Overlap Analysis

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

SPISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, SPISX may share significant positions with broad-market funds.

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