IIRMX Mutual Fund
NAV$9.19
AUM$667M
TER0.40%
Holdings822
IIRMX Mutual Fund
NAV$9.19
Voya Russell Mid Cap Index Portfolio Initial
AUM$667M
TER0.40%
Holdings822
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IIRMX Mutual Fund Overlap Analysis
IIRMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IIRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 822 holdings, IIRMX may share significant positions with broad-market funds.
IIRMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IIRMX tax-loss harvesting finds highly correlated but non-identical funds.