IRVXX Mutual Fund
IRVXX Mutual Fund
NAV$1.00
AUM$11,942
TER1.05%
Holdings126
See how much of IRVXX you already own
IRVXX Mutual Fund
NAV$1.00
Invesco Premier Portfolio Reserve Class
AUM$11,942
TER1.05%
Holdings126
See how much of IRVXX you already own
IRVXX Mutual Fund Overlap Analysis
IRVXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRVXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, IRVXX may share significant positions with broad-market funds.
IRVXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRVXX tax-loss harvesting finds highly correlated but non-identical funds.