IMURX Mutual Fund
IMURX Mutual Fund
NAV$9.03
AUM$854,732.99
TER0.65%
Holdings498
See how much of IMURX you already own
IMURX Mutual Fund
NAV$9.03
Macquarie Multi-Asset Income Fund Class R6
AUM$854,732.99
TER0.65%
Holdings498
See how much of IMURX you already own
IMURX Mutual Fund Overlap Analysis
IMURX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IMURX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 498 holdings, IMURX may share significant positions with broad-market funds.
IMURX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IMURX tax-loss harvesting finds highly correlated but non-identical funds.