IMPAX Mutual Fund
IMPAX Mutual Fund
NAV$5.92
AUM$3M
TER0.86%
Holdings55
IMPAX Mutual Fund
NAV$5.92
ERShares US Small Cap fund Institutional Class
AUM$3M
TER0.86%
Holdings55
IMPAX Mutual Fund Overlap Analysis
IMPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, IMPAX may share significant positions with broad-market funds.
IMPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMPAX tax-loss harvesting finds highly correlated but non-identical funds.