IRMAX Mutual Fund

NAV$8.13

AUM$191M

TER0.90%

Holdings822

See how much of IRMAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

IRMAX Mutual Fund

NAV$8.13

Voya Russell Mid Cap Index Portfolio Advisor Class

AUM$191M

TER0.90%

Holdings822

See how much of IRMAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare IRMAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IRMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IRMAX Mutual Fund Overlap Analysis

IRMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IRMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 822 holdings, IRMAX may share significant positions with broad-market funds.

IRMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRMAX tax-loss harvesting finds highly correlated but non-identical funds.