IRMTX Mutual Fund
NAV$8.35
AUM$8M
TER0.80%
Holdings822
IRMTX Mutual Fund
NAV$8.35
Voya Russell Mid Cap Index Portfolio S2
AUM$8M
TER0.80%
Holdings822
See inside every mutual fund you own
$29/moCancel anytime.
IRMTX Mutual Fund Overlap Analysis
IRMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 822 holdings, IRMTX may share significant positions with broad-market funds.
IRMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRMTX tax-loss harvesting finds highly correlated but non-identical funds.