IMOPX Mutual Fund
IMOPX Mutual Fund
NAV$2.89
AUM$42M
TER1.23%
Holdings75
IMOPX Mutual Fund
NAV$2.89
Voya MidCap Opportunities Portfolio S2
AUM$42M
TER1.23%
Holdings75
IMOPX Mutual Fund Overlap Analysis
IMOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, IMOPX may share significant positions with broad-market funds.
IMOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMOPX tax-loss harvesting finds highly correlated but non-identical funds.