IVRTX Mutual Fund

AUM$7M

TER1.15%

Holdings38

IVRTX Mutual Fund

VY Columbia Real Estate Portfolio Class S2

AUM$7M

TER1.15%

Holdings38

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Holdings Overlap Analysis

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

IVRTX Mutual Fund Overlap Analysis

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

IVRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, IVRTX may share significant positions with broad-market funds.

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