IBRFX Mutual Fund

NAV$8.73

AUM$19M

TER0.98%

Holdings36

IBRFX Mutual Fund

NAV$8.73

Invesco Balanced-Risk Commodity Strategy Fund R6

AUM$19M

TER0.98%

Holdings36

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Holdings Overlap Analysis

Compare IBRFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IBRFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IBRFX Mutual Fund Overlap Analysis

IBRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IBRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, IBRFX may share significant positions with broad-market funds.

IBRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IBRFX tax-loss harvesting finds highly correlated but non-identical funds.