IARYX Mutual Fund
IARYX Mutual Fund
NAV$18.40
AUM$210M
TER1.02%
Holdings35
See how much of IARYX you already own
IARYX Mutual Fund
NAV$18.40
Invesco Real Estate Fund Class Y
AUM$210M
TER1.02%
Holdings35
See how much of IARYX you already own
IARYX Mutual Fund Overlap Analysis
IARYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IARYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, IARYX may share significant positions with broad-market funds.
IARYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IARYX tax-loss harvesting finds highly correlated but non-identical funds.