IIMAX Mutual Fund Analysis & Holdings | MarketXLS

IIMAX Mutual Fund

NAV$22.00

AUM$46M

TER2.16%

Holdings132

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IIMAX Mutual Fund

NAV$22.00

Bluerock High Income Institutional Credit Fund Class A

AUM$46M

TER2.16%

Holdings132

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

IIMAX Mutual Fund Overlap Analysis

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

IIMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 132 holdings, IIMAX may share significant positions with broad-market funds.

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