IIMOX Mutual Fund
IIMOX Mutual Fund
NAV$5.03
AUM$770M
TER0.83%
Holdings75
See how much of IIMOX you already own
IIMOX Mutual Fund
NAV$5.03
Voya MidCap Opportunities Portfolio Initial
AUM$770M
TER0.83%
Holdings75
See how much of IIMOX you already own
IIMOX Mutual Fund Overlap Analysis
IIMOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IIMOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, IIMOX may share significant positions with broad-market funds.
IIMOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IIMOX tax-loss harvesting finds highly correlated but non-identical funds.