IVRSX Mutual Fund

IVRSX Mutual Fund

NAV$31.35
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See the full sector breakdown of IVRSX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

IVRSX Mutual Fund Sector Allocation

IVRSX sector allocation breaks down across Real Estate (90.7%), Industrials (2.8%), Communication Services (1.0%), Financials (0.6%). Across 80 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

IVRSX sector exposure is important for understanding concentration risk. With Real Estate at 90.7%, the fund has significant sector concentration.

IVRSX by country shows geographic exposure. IVRSX overlap reveals how sector exposure compares with other funds.