IORUX Mutual Fund Analysis & Holdings | MarketXLS

IORUX Mutual Fund

NAV$14.28

TER0.90%

Holdings701

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IORUX Mutual Fund

NAV$14.28

Invesco Rochester New York Municipals Fund Class R6

TER0.90%

Holdings701

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

IORUX Mutual Fund Overlap Analysis

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

IORUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 701 holdings, IORUX may share significant positions with broad-market funds.

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