IMOLX Mutual Fund
IMOLX Mutual Fund
NAV$13.25
AUM$23M
TER1.87%
Holdings42
See how much of IMOLX you already own
IMOLX Mutual Fund
NAV$13.25
Transamerica Asset Allocation - Moderate Portfolio - Class C
AUM$23M
TER1.87%
Holdings42
See how much of IMOLX you already own
IMOLX Mutual Fund Overlap Analysis
IMOLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMOLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, IMOLX may share significant positions with broad-market funds.
IMOLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMOLX tax-loss harvesting finds highly correlated but non-identical funds.