IMAIX Mutual Fund

NAV$9.05

AUM$24M

TER0.76%

Holdings498

See how much of IMAIX you already own

Just $25 once·$99/mo·Download sample

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IMAIX Mutual Fund

NAV$9.05

Macquarie Multi-Asset Income Fund Institutional Class

AUM$24M

TER0.76%

Holdings498

See how much of IMAIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

IMAIX Mutual Fund Overlap Analysis

IMAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

IMAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 498 holdings, IMAIX may share significant positions with broad-market funds.

IMAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMAIX tax-loss harvesting finds highly correlated but non-identical funds.