IRVSX Mutual Fund
NAV$32.87
AUM$128M
TER0.68%
Holdings159
IRVSX Mutual Fund
NAV$32.87
Voya Russell Large Cap Value Index Portfolio Class S
AUM$128M
TER0.68%
Holdings159
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IRVSX Mutual Fund Overlap Analysis
IRVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IRVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, IRVSX may share significant positions with broad-market funds.
IRVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IRVSX tax-loss harvesting finds highly correlated but non-identical funds.