IMOAX Mutual Fund

NAV$13.33

AUM$616M

TER1.07%

Holdings42

IMOAX Mutual Fund

NAV$13.33

Transamerica Asset Allocation - Moderate Portfolio Class A

AUM$616M

TER1.07%

Holdings42

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

Holdings Overlap Analysis

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

IMOAX Mutual Fund Overlap Analysis

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

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

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