IRSYX Mutual Fund
IRSYX Mutual Fund
NAV$15.39
AUM$2M
TER1.08%
Holdings34
See how much of IRSYX you already own
IRSYX Mutual Fund
NAV$15.39
Nomura Real Estate Securities Fund Class Y
AUM$2M
TER1.08%
Holdings34
See how much of IRSYX you already own
IRSYX Mutual Fund Overlap Analysis
IRSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, IRSYX may share significant positions with broad-market funds.
IRSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRSYX tax-loss harvesting finds highly correlated but non-identical funds.