IORHX Mutual Fund Analysis & Holdings | MarketXLS

IORHX Mutual Fund

NAV$6.53

AUM$10,037.4

TER0.94%

Holdings1,474

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IORHX Mutual Fund

NAV$6.53

Invesco Rochester Municipal Opportunities Fund Class R5

AUM$10,037.4

TER0.94%

Holdings1,474

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

IORHX Mutual Fund Overlap Analysis

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

IORHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1474 holdings, IORHX may share significant positions with broad-market funds.

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