IIRSX Mutual Fund
IIRSX Mutual Fund
NAV$14.03
AUM$213M
TER0.43%
Holdings1,765
See how much of IIRSX you already own
IIRSX Mutual Fund
NAV$14.03
Voya Russell Small Cap Index Portfolio Initial
AUM$213M
TER0.43%
Holdings1,765
See how much of IIRSX you already own
IIRSX Mutual Fund Overlap Analysis
IIRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IIRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1765 holdings, IIRSX may share significant positions with broad-market funds.
IIRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IIRSX tax-loss harvesting finds highly correlated but non-identical funds.