IAFLX Mutual Fund
IAFLX Mutual Fund
NAV$22.95
AUM$80M
TER0.92%
Holdings28
See how much of IAFLX you already own
IAFLX Mutual Fund
NAV$22.95
Emerald Large Cap Focused Fund Class Institutional
AUM$80M
TER0.92%
Holdings28
See how much of IAFLX you already own
IAFLX Mutual Fund Overlap Analysis
IAFLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IAFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, IAFLX may share significant positions with broad-market funds.
IAFLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IAFLX tax-loss harvesting finds highly correlated but non-identical funds.