IRSPX Mutual Fund
IRSPX Mutual Fund
NAV$17.99
AUM$13M
TER0.36%
Holdings13
See how much of IRSPX you already own
IRSPX Mutual Fund
NAV$17.99
Voya Target Retirement 2045 Fund Class I
AUM$13M
TER0.36%
Holdings13
See how much of IRSPX you already own
IRSPX Mutual Fund Overlap Analysis
IRSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, IRSPX may share significant positions with broad-market funds.
IRSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRSPX tax-loss harvesting finds highly correlated but non-identical funds.