IIMFX Mutual Fund
IIMFX Mutual Fund
NAV$22.23
AUM$49M
TER1.39%
Holdings132
See how much of IIMFX you already own
IIMFX Mutual Fund
NAV$22.23
Bluerock High Income Institutional Credit Fund Class F
AUM$49M
TER1.39%
Holdings132
See how much of IIMFX you already own
IIMFX Mutual Fund Overlap Analysis
IIMFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IIMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 132 holdings, IIMFX may share significant positions with broad-market funds.
IIMFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IIMFX tax-loss harvesting finds highly correlated but non-identical funds.