IRLIX Mutual Fund
IRLIX Mutual Fund
NAV$49.73
AUM$208M
TER0.86%
Holdings206
IRLIX Mutual Fund
NAV$49.73
Voya Russell Large Cap Index Portfolio Advisor Class
AUM$208M
TER0.86%
Holdings206
IRLIX Mutual Fund Overlap Analysis
IRLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 206 holdings, IRLIX may share significant positions with broad-market funds.
IRLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRLIX tax-loss harvesting finds highly correlated but non-identical funds.