IFRWX Mutual Fund
IFRWX Mutual Fund
NAV$7.98
AUM$6M
TER0.70%
Holdings372
IFRWX Mutual Fund
NAV$7.98
Voya Floating Rate Fund Class W
AUM$6M
TER0.70%
Holdings372
IFRWX Mutual Fund Overlap Analysis
IFRWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IFRWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 372 holdings, IFRWX may share significant positions with broad-market funds.
IFRWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IFRWX tax-loss harvesting finds highly correlated but non-identical funds.