IRGSX Mutual Fund
IRGSX Mutual Fund
NAV$10.37
AUM$439,321.7
TER1.31%
Holdings81
See how much of IRGSX you already own
IRGSX Mutual Fund
NAV$10.37
VY Clarion Global Real Estate Portfolio S2
AUM$439,321.7
TER1.31%
Holdings81
See how much of IRGSX you already own
IRGSX Mutual Fund Overlap Analysis
IRGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, IRGSX may share significant positions with broad-market funds.
IRGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRGSX tax-loss harvesting finds highly correlated but non-identical funds.