IRGIX Mutual Fund
IRGIX Mutual Fund
NAV$10.21
AUM$110M
TER0.91%
Holdings81
See how much of IRGIX you already own
IRGIX Mutual Fund
NAV$10.21
VY Clarion Global Real Estate Portfolio Initial
AUM$110M
TER0.91%
Holdings81
See how much of IRGIX you already own
IRGIX Mutual Fund Overlap Analysis
IRGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, IRGIX may share significant positions with broad-market funds.
IRGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRGIX tax-loss harvesting finds highly correlated but non-identical funds.