IRSOX Mutual Fund

NAV$17.36

AUM$13M

TER0.36%

Holdings14

IRSOX Mutual Fund

NAV$17.36

Voya Target Retirement 2040 Fund Class I

AUM$13M

TER0.36%

Holdings14

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

IRSOX Mutual Fund Overlap Analysis

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

IRSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, IRSOX may share significant positions with broad-market funds.

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