IRSRX Mutual Fund

IRSRX Mutual Fund

NAV$14.61
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Showing the top 10 of 37 holdings · as of Jun 30, 2026
Top 10 weight
58.26%
IRSRX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
WELL
Welltower Inc.Real Estate · Equity Real Estate Investment Trusts (REITs)
12.36%		12.4%50,790$11.53MReal EstateEquity Real Estate Investment Trusts (REITs)
2
EQIX
Equinix IncReal Estate · Real Estate
11.09%		23.4%9,917$10.34MReal EstateReal Estate
Sector and industry · Pro
3
SPG
Simon Property Group Inc
4.81%		28.3%20,043$4.48M
4
VTR
Ventas Inc
4.62%		32.9%48,467$4.30M
5
PSA
Public Storage
4.39%		37.3%12,848$4.09M
6—Iron Mountain Inc
4.38%		41.6%32,352$4.09M
7
PLD
Prologis Inc
4.24%		45.9%29,206$3.96M
8
AHR
American Healthcare REIT Inc
4.17%		50.1%74,566$3.89M
9
ADC
Agree Realty Corp
4.13%		54.2%50,853$3.85M
10
FR
First Industrial Realty Trust Inc
4.07%		58.3%61,950$3.80M
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Themes in the top 10
Cloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityUrbanizationInfrastructureInflation ProtectionPropTechConsumer SpendingAging PopulationDigital HealthManaged CareChanging WorkData & Analytics

IRSRX Mutual Fund Top Holdings

IRSRX holdings top 10 positions. The top 10 holdings account for 58.3% of the fund, led by Welltower Inc. at 12.4%, Equinix Inc at 11.1%, Simon Property Group Inc at 4.8%.

IRSRX portfolio concentration is relatively high, with the top 10 representing 58.3% of total assets. The largest sector exposure is Real Estate at 87.4%.

IRSRX sectors provide a detailed breakdown. IRSRX overlap shows how holdings compare to other funds in your portfolio.