IAFMX Mutual Fund
NAV$17.08
AUM$16M
TER1.17%
Holdings22
IAFMX Mutual Fund
NAV$17.08
F/m Investments Large Cap Focused Fund Class Investor
AUM$16M
TER1.17%
Holdings22

✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
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 22 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.