IRVAX Mutual Fund Analysis & Holdings | MarketXLS

IRVAX Mutual Fund

NAV$32.26

AUM$6,789.94

TER0.93%

Holdings159

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IRVAX Mutual Fund

NAV$32.26

Voya Russell Large Cap Value Index Portfolio Advisor Class

AUM$6,789.94

TER0.93%

Holdings159

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 IRVAX 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 IRVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IRVAX Mutual Fund Overlap Analysis

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

IRVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, IRVAX may share significant positions with broad-market funds.

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