IMANX Mutual Fund
IMANX Mutual Fund
NAV$22.79
AUM$260M
TER1.00%
Holdings112
IMANX Mutual Fund
NAV$22.79
Iman Fund Class K
AUM$260M
TER1.00%
Holdings112
IMANX Mutual Fund Overlap Analysis
IMANX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMANX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, IMANX may share significant positions with broad-market funds.
IMANX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMANX tax-loss harvesting finds highly correlated but non-identical funds.