IRCZX Mutual Fund
IRCZX Mutual Fund
NAV$15.82
AUM$141M
TER1.10%
Holdings409
IRCZX Mutual Fund
NAV$15.82
Bernstein International Small Cap Portfolio-Z
AUM$141M
TER1.10%
Holdings409
IRCZX Mutual Fund Overlap Analysis
IRCZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 409 holdings, IRCZX may share significant positions with broad-market funds.
IRCZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRCZX tax-loss harvesting finds highly correlated but non-identical funds.