SPIRX Mutual Fund

NAV$80.28

AUM$4.7B

TER0.79%

Holdings506

SPIRX Mutual Fund

NAV$80.28

Invesco S&P 500 Index Fund Class R

AUM$4.7B

TER0.79%

Holdings506

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Holdings Overlap Analysis

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

SPIRX Mutual Fund Overlap Analysis

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

SPIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, SPIRX may share significant positions with broad-market funds.

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