IRGFX Mutual Fund
IRGFX Mutual Fund
NAV$27.68
AUM$97M
TER0.76%
Holdings91
IRGFX Mutual Fund
NAV$27.68
Nomura Small Cap Growth Fund Class R6
AUM$97M
TER0.76%
Holdings91
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.