IRFIX Mutual Fund Holdings Overlap Calculator | MarketXLS

IRFIX Mutual Fund

NAV$9.04

TER1.00%

Holdings66

See what you own twice

Check IRFIX against your other funds. Free for up to 5.

Check my overlap

IRFIX Mutual Fund

NAV$9.04

Cohen & Steers International Realty Fund Inc. Class I

TER1.00%

Holdings66

See what you own twice

Check IRFIX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

IRFIX Mutual Fund Overlap Analysis

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

IRFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, IRFIX may share significant positions with broad-market funds.

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