IAMOX Mutual Fund
IAMOX Mutual Fund
NAV$2.27
AUM$132M
TER1.33%
Holdings75
See how much of IAMOX you already own
IAMOX Mutual Fund
NAV$2.27
Voya MidCap Opportunities Portfolio Advisor Class
AUM$132M
TER1.33%
Holdings75
See how much of IAMOX you already own
IAMOX Mutual Fund Overlap Analysis
IAMOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IAMOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, IAMOX may share significant positions with broad-market funds.
IAMOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IAMOX tax-loss harvesting finds highly correlated but non-identical funds.