IRSPX Mutual Fund
NAV$17.91
AUM$13M
TER0.36%
Holdings13
IRSPX Mutual Fund
NAV$17.91
Voya Target Retirement 2045 Fund Class I
AUM$13M
TER0.36%
Holdings13
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IRSPX Mutual Fund Overlap Analysis
IRSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, IRSPX may share significant positions with broad-market funds.
IRSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRSPX tax-loss harvesting finds highly correlated but non-identical funds.