IMSCX Mutual Fund Analysis & Holdings | MarketXLS

IMSCX Mutual Fund

NAV$44.54

AUM$32M

TER1.80%

Holdings29

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IMSCX Mutual Fund

NAV$44.54

IMS Capital Value Fund

AUM$32M

TER1.80%

Holdings29

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

IMSCX Mutual Fund Overlap Analysis

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

IMSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, IMSCX may share significant positions with broad-market funds.

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