IORLX Mutual Fund Analysis & Holdings | MarketXLS

IORLX Mutual Fund

NAV$3.10

AUM$10,025.69

TER0.50%

Holdings416

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IORLX Mutual Fund

NAV$3.10

Invesco Limited Term California Municipal Fund Class R6

AUM$10,025.69

TER0.50%

Holdings416

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

IORLX Mutual Fund Overlap Analysis

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

IORLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 416 holdings, IORLX may share significant positions with broad-market funds.

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