IMOZX Mutual Fund

NAV$25.45

AUM$353M

TER0.83%

Holdings84

IMOZX Mutual Fund

NAV$25.45

Voya MidCap Opportunities Fund Class R6

AUM$353M

TER0.83%

Holdings84

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Holdings Overlap Analysis

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

IMOZX Mutual Fund Overlap Analysis

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

IMOZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, IMOZX may share significant positions with broad-market funds.

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