IIMDX Mutual Fund Holdings Overlap Calculator | MarketXLS

IIMDX Mutual Fund

NAV$12.94

AUM$132M

TER0.75%

Holdings14

See what you own twice

Check IIMDX against your other funds. Free for up to 5.

Check my overlap

IIMDX Mutual Fund

NAV$12.94

Voya Strategic Allocation Moderate Portfolio Initial

AUM$132M

TER0.75%

Holdings14

See what you own twice

Check IIMDX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

IIMDX Mutual Fund Overlap Analysis

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

IIMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, IIMDX may share significant positions with broad-market funds.

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