IMACX Mutual Fund
IMACX Mutual Fund
NAV$9.05
AUM$2M
TER1.76%
Holdings498
See how much of IMACX you already own
IMACX Mutual Fund
NAV$9.05
Macquarie Multi-Asset Income Fund Class C
AUM$2M
TER1.76%
Holdings498
See how much of IMACX you already own
IMACX Mutual Fund Overlap Analysis
IMACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 498 holdings, IMACX may share significant positions with broad-market funds.
IMACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMACX tax-loss harvesting finds highly correlated but non-identical funds.