IMAYX Mutual Fund
IMAYX Mutual Fund
NAV$9.05
AUM$53,428.19
TER1.01%
Holdings498
See how much of IMAYX you already own
IMAYX Mutual Fund
NAV$9.05
Macquarie Multi-Asset Income Fund Class Y
AUM$53,428.19
TER1.01%
Holdings498
See how much of IMAYX you already own
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.