IMNTX Mutual Fund Analysis & Holdings | MarketXLS

IMNTX Mutual Fund

NAV$19.50

AUM$224M

TER0.81%

Holdings235

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IMNTX Mutual Fund

NAV$19.50

Columbia Minnesota Tax-Exempt Fund Class A

AUM$224M

TER0.81%

Holdings235

See inside every fund you own

$45/quarter 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 IMNTX 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 IMNTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IMNTX Mutual Fund Overlap Analysis

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

IMNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 235 holdings, IMNTX may share significant positions with broad-market funds.

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