IMGRX Mutual Fund

NAV$15.05

AUM$1M

TER1.35%

Holdings42

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IMGRX Mutual Fund

NAV$15.05

Transamerica Asset Allocation Moderate Growth Portfolio Class R Shares

AUM$1M

TER1.35%

Holdings42

See how much of IMGRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

IMGRX Mutual Fund Overlap Analysis

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

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

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