IARFX Mutual Fund
IARFX Mutual Fund
NAV$18.17
AUM$171M
TER0.84%
Holdings35
See how much of IARFX you already own
IARFX Mutual Fund
NAV$18.17
Invesco Real Estate Fund Class R6
AUM$171M
TER0.84%
Holdings35
See how much of IARFX you already own
IARFX Mutual Fund Overlap Analysis
IARFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IARFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, IARFX may share significant positions with broad-market funds.
IARFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IARFX tax-loss harvesting finds highly correlated but non-identical funds.