IMAIX Mutual Fund

NAV$9.05

AUM$24M

TER0.76%

Holdings498

IMAIX Mutual Fund

NAV$9.05

Macquarie Multi-Asset Income Fund Institutional Class

AUM$24M

TER0.76%

Holdings498

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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.