IMDRX Mutual Fund

NAV$13.25

AUM$3M

TER1.29%

Holdings42

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IMDRX Mutual Fund

NAV$13.25

Transamerica Asset Allocation Moderate Portfolio Class R

AUM$3M

TER1.29%

Holdings42

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

IMDRX Mutual Fund Overlap Analysis

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

IMDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, IMDRX may share significant positions with broad-market funds.

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