IRGTX Mutual Fund
IRGTX Mutual Fund
NAV$10.21
AUM$56M
TER1.16%
Holdings81
See how much of IRGTX you already own
IRGTX Mutual Fund
NAV$10.21
VY Clarion Global Real Estate Portfolio Service
AUM$56M
TER1.16%
Holdings81
See how much of IRGTX you already own
IRGTX Mutual Fund Overlap Analysis
IRGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, IRGTX may share significant positions with broad-market funds.
IRGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRGTX tax-loss harvesting finds highly correlated but non-identical funds.