IAFMX Mutual Fund
IAFMX Mutual Fund
NAV$21.32
AUM$21M
TER1.17%
Holdings24
See how much of IAFMX you already own
IAFMX Mutual Fund
NAV$21.32
F/m Investments Large Cap Focused Fund Class Investor
AUM$21M
TER1.17%
Holdings24
See how much of IAFMX you already own
IAFMX Mutual Fund Overlap Analysis
IAFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IAFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, IAFMX may share significant positions with broad-market funds.
IAFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IAFMX tax-loss harvesting finds highly correlated but non-identical funds.