IMLLX Mutual Fund

NAV$15.90

AUM$45M

TER1.93%

Holdings42

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IMLLX Mutual Fund

NAV$15.90

Transamerica Asset Allocation - Moderate Growth Portfolio - Class C

AUM$45M

TER1.93%

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

IMLLX Mutual Fund Overlap Analysis

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

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

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