IRPSX Mutual Fund
IRPSX Mutual Fund
NAV$7.36
AUM$147M
TER0.86%
Holdings126
IRPSX Mutual Fund
NAV$7.36
VY T. Rowe Price Equity Income Portfolio Service
AUM$147M
TER0.86%
Holdings126
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.