AIMNX Mutual Fund Analysis & Holdings | MarketXLS

AIMNX Mutual Fund

NAV$7.94

AUM$287M

TER1.28%

Holdings11

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AIMNX Mutual Fund

NAV$7.94

Horizon Active Income Fund Investor Class

AUM$287M

TER1.28%

Holdings11

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AIMNX Mutual Fund Overlap Analysis

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

AIMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, AIMNX may share significant positions with broad-market funds.

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