IVRIX Mutual Fund

NAV$32.41

AUM$3M

TER0.75%

Holdings80

IVRIX Mutual Fund

NAV$32.41

VY Columbia Real Estate Portfolio Class I

AUM$3M

TER0.75%

Holdings80

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Holdings Overlap Analysis

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

IVRIX Mutual Fund Overlap Analysis

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

IVRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, IVRIX may share significant positions with broad-market funds.

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