IARAX Mutual Fund
IARAX Mutual Fund
NAV$18.20
AUM$660M
TER1.27%
Holdings35
See how much of IARAX you already own
IARAX Mutual Fund
NAV$18.20
Invesco Real Estate Fund Class A
AUM$660M
TER1.27%
Holdings35
See how much of IARAX you already own
IARAX Mutual Fund Overlap Analysis
IARAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IARAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, IARAX may share significant positions with broad-market funds.
IARAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IARAX tax-loss harvesting finds highly correlated but non-identical funds.