IRCSX Mutual Fund
IRCSX Mutual Fund
NAV$16.01
AUM$73M
TER1.33%
Holdings409
See how much of IRCSX you already own
IRCSX Mutual Fund
NAV$16.01
Bernstein International Small Cap Portfolio - SCB
AUM$73M
TER1.33%
Holdings409
See how much of IRCSX you already own
IRCSX Mutual Fund Overlap Analysis
IRCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 409 holdings, IRCSX may share significant positions with broad-market funds.
IRCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRCSX tax-loss harvesting finds highly correlated but non-identical funds.