IAMOX Mutual Fund
IAMOX Mutual Fund
NAV$2.30
AUM$132M
TER1.33%
Holdings75
IAMOX Mutual Fund
NAV$2.30
Voya MidCap Opportunities Portfolio Advisor Class
AUM$132M
TER1.33%
Holdings75
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.