IRGFX Mutual Fund
IRGFX Mutual Fund
NAV$26.79
AUM$97M
TER0.76%
Holdings91
See how much of IRGFX you already own
IRGFX Mutual Fund
NAV$26.79
Nomura Small Cap Growth Fund Class R6
AUM$97M
TER0.76%
Holdings91
See how much of IRGFX you already own
IRGFX Mutual Fund Overlap Analysis
IRGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, IRGFX may share significant positions with broad-market funds.
IRGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRGFX tax-loss harvesting finds highly correlated but non-identical funds.