IMAAX Mutual Fund
IMAAX Mutual Fund
NAV$9.03
AUM$30M
TER1.01%
Holdings498
See how much of IMAAX you already own
IMAAX Mutual Fund
NAV$9.03
Macquarie Multi-Asset Income Fund Class A
AUM$30M
TER1.01%
Holdings498
See how much of IMAAX you already own
IMAAX Mutual Fund Overlap Analysis
IMAAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 498 holdings, IMAAX may share significant positions with broad-market funds.
IMAAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMAAX tax-loss harvesting finds highly correlated but non-identical funds.