ISIRX Mutual Fund
NAV$9.17
AUM$16M
TER1.12%
Holdings1,725
ISIRX Mutual Fund
NAV$9.17
Voya Strategic Income Opportunities Fund Class R
AUM$16M
TER1.12%
Holdings1,725
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ISIRX Mutual Fund Overlap Analysis
ISIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ISIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1725 holdings, ISIRX may share significant positions with broad-market funds.
ISIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ISIRX tax-loss harvesting finds highly correlated but non-identical funds.