IRSTX Mutual Fund

NAV$6.93

AUM$328,574.44

TER1.26%

Holdings109

IRSTX Mutual Fund

NAV$6.93

Voya High Yield Bond Fund Class R

AUM$328,574.44

TER1.26%

Holdings109

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Holdings Overlap Analysis

Compare IRSTX 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 IRSTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IRSTX Mutual Fund Overlap Analysis

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

IRSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, IRSTX may share significant positions with broad-market funds.

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