IRGUX Mutual Fund

NAV$26.19

Holdings Overlap Analysis

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

🔍

Discover Portfolio Overlap

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

IRGUX Mutual Fund Overlap Analysis

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

IRGUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 285 holdings, IRGUX may share significant positions with broad-market funds.

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