IRSVX Mutual Fund Analysis & Holdings | MarketXLS

IRSVX Mutual Fund

NAV$18.03

AUM$12M

TER0.36%

Holdings12

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IRSVX Mutual Fund

NAV$18.03

Voya Target Retirement 2055 Fund Class I

AUM$12M

TER0.36%

Holdings12

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare IRSVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IRSVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IRSVX Mutual Fund Overlap Analysis

IRSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IRSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, IRSVX may share significant positions with broad-market funds.

IRSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRSVX tax-loss harvesting finds highly correlated but non-identical funds.