IRMGX Mutual Fund
IRMGX Mutual Fund
NAV$10.81
AUM$1.0B
TER1.05%
Holdings9
See how much of IRMGX you already own
IRMGX Mutual Fund
NAV$10.81
Voya Retirement Moderately Aggressive Portfolio Advisor Class
AUM$1.0B
TER1.05%
Holdings9
See how much of IRMGX you already own
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 9 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.