IRMIX Mutual Fund
IRMIX Mutual Fund
NAV$10.55
AUM$20M
TER0.67%
Holdings9
See how much of IRMIX you already own
IRMIX Mutual Fund
NAV$10.55
Voya Retirement Moderate Portfolio Initial
AUM$20M
TER0.67%
Holdings9
See how much of IRMIX you already own
IRMIX Mutual Fund Overlap Analysis
IRMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, IRMIX may share significant positions with broad-market funds.
IRMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRMIX tax-loss harvesting finds highly correlated but non-identical funds.