IORNX Mutual Fund

NAV$9.99

AUM$10,030.34

TER0.81%

Holdings295

See how much of IORNX you already own

Just $25 once·$69/mo·Download sample

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IORNX Mutual Fund

NAV$9.99

Invesco Rochester AMT-Free New York Municipal Fund Class R6

AUM$10,030.34

TER0.81%

Holdings295

See how much of IORNX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

IORNX Mutual Fund Overlap Analysis

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

IORNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 295 holdings, IORNX may share significant positions with broad-market funds.

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