IRSLX Mutual Fund
IRSLX Mutual Fund
NAV$12.71
AUM$5M
TER0.40%
Holdings14
IRSLX Mutual Fund
NAV$12.71
Voya Target Retirement 2025 Fund Class I
AUM$5M
TER0.40%
Holdings14
IRSLX Mutual Fund Overlap Analysis
IRSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, IRSLX may share significant positions with broad-market funds.
IRSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRSLX tax-loss harvesting finds highly correlated but non-identical funds.