IMAYX Mutual Fund
IMAYX Mutual Fund
NAV$9.05
AUM$53,428.19
TER1.01%
Holdings498
IMAYX Mutual Fund
NAV$9.05
Macquarie Multi-Asset Income Fund Class Y
AUM$53,428.19
TER1.01%
Holdings498
IMAYX Mutual Fund Overlap Analysis
IMAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 498 holdings, IMAYX may share significant positions with broad-market funds.
IMAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMAYX tax-loss harvesting finds highly correlated but non-identical funds.