IRMGX Mutual Fund Analysis & Holdings | MarketXLS

IRMGX Mutual Fund

NAV$10.95

AUM$1.0B

TER1.05%

Holdings7

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IRMGX Mutual Fund

NAV$10.95

Voya Retirement Moderately Aggressive Portfolio Advisor Class

AUM$1.0B

TER1.05%

Holdings7

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

IRMGX Mutual Fund Overlap Analysis

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

IRMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, IRMGX may share significant positions with broad-market funds.

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