IMAAX Mutual Fund Analysis & Holdings | MarketXLS

IMAAX Mutual Fund

NAV$9.03

AUM$30M

TER1.01%

Holdings498

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IMAAX Mutual Fund

NAV$9.03

Macquarie Multi-Asset Income Fund Class A

AUM$30M

TER1.01%

Holdings498

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

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.