IGREX Mutual Fund

NAV$9.51

AUM$191M

TER0.98%

Holdings83

IGREX Mutual Fund

NAV$9.51

Invesco Global Real Estate Fund (US) Class R5

AUM$191M

TER0.98%

Holdings83

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare IGREX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IGREX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IGREX Mutual Fund Overlap Analysis

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

IGREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, IGREX may share significant positions with broad-market funds.

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