IRPSX Mutual Fund
IRPSX Mutual Fund
NAV$7.36
AUM$147M
TER0.86%
Holdings126
See how much of IRPSX you already own
IRPSX Mutual Fund
NAV$7.36
VY T. Rowe Price Equity Income Portfolio Service
AUM$147M
TER0.86%
Holdings126
See how much of IRPSX you already own
IRPSX Mutual Fund Overlap Analysis
IRPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, IRPSX may share significant positions with broad-market funds.
IRPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRPSX tax-loss harvesting finds highly correlated but non-identical funds.