IORCX Mutual Fund Analysis & Holdings | MarketXLS

IORCX Mutual Fund

NAV$7.87

TER0.80%

Holdings733

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IORCX Mutual Fund

NAV$7.87

Invesco California Municipal Fund Class R6

TER0.80%

Holdings733

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare IORCX 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 IORCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IORCX Mutual Fund Overlap Analysis

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

IORCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 733 holdings, IORCX may share significant positions with broad-market funds.

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