IARIX Mutual Fund
IARIX Mutual Fund
NAV$16.69
AUM$269M
TER0.89%
Holdings37
See how much of IARIX you already own
IARIX Mutual Fund
NAV$16.69
Invesco Real Estate Fund Class R5
AUM$269M
TER0.89%
Holdings37
See how much of IARIX you already own
IARIX Mutual Fund Overlap Analysis
IARIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IARIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, IARIX may share significant positions with broad-market funds.
IARIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IARIX tax-loss harvesting finds highly correlated but non-identical funds.