IRCXX Mutual Fund Analysis & Holdings | MarketXLS

IRCXX Mutual Fund

NAV$1.00

AUM$598,807

TER0.34%

Holdings118

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IRCXX Mutual Fund

NAV$1.00

Invesco Premier Portfolio Resource Class

AUM$598,807

TER0.34%

Holdings118

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

IRCXX Mutual Fund Overlap Analysis

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

IRCXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, IRCXX may share significant positions with broad-market funds.

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