IIRGX Mutual Fund
IIRGX Mutual Fund
NAV$11.88
AUM$45M
TER0.68%
Holdings8
See how much of IIRGX you already own
IIRGX Mutual Fund
NAV$11.88
Voya Retirement Growth Portfolio Initial
AUM$45M
TER0.68%
Holdings8
See how much of IIRGX you already own
IIRGX Mutual Fund Overlap Analysis
IIRGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IIRGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, IIRGX may share significant positions with broad-market funds.
IIRGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IIRGX tax-loss harvesting finds highly correlated but non-identical funds.