IMRXX Mutual Fund
IMRXX Mutual Fund
NAV$1.00
AUM$274M
TER0.18%
Holdings118
See how much of IMRXX you already own
IMRXX Mutual Fund
NAV$1.00
Invesco Premier Portfolio Investor Class Shares
AUM$274M
TER0.18%
Holdings118
See how much of IMRXX you already own
IMRXX Mutual Fund Overlap Analysis
IMRXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMRXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, IMRXX may share significant positions with broad-market funds.
IMRXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMRXX tax-loss harvesting finds highly correlated but non-identical funds.