IMLPX Mutual Fund
IMLPX Mutual Fund
NAV$12.55
AUM$845M
TER1.45%
Holdings16
See how much of IMLPX you already own
IMLPX Mutual Fund
NAV$12.55
MainGate MLP Fund Class I
AUM$845M
TER1.45%
Holdings16
See how much of IMLPX you already own
IMLPX Mutual Fund Overlap Analysis
IMLPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMLPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, IMLPX may share significant positions with broad-market funds.
IMLPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMLPX tax-loss harvesting finds highly correlated but non-identical funds.