IRVSX Mutual Fund

NAV$33.10

AUM$128M

TER0.68%

Holdings159

See how much of IRVSX you already own

Just $25 once·$99/mo·Download sample

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IRVSX Mutual Fund

NAV$33.10

Voya Russell Large Cap Value Index Portfolio Class S

AUM$128M

TER0.68%

Holdings159

See how much of IRVSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

IRVSX Mutual Fund Overlap Analysis

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

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

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