IMURX Mutual Fund
IMURX Mutual Fund
NAV$9.03
AUM$854,732.99
TER0.65%
Holdings498
IMURX Mutual Fund
NAV$9.03
Macquarie Multi-Asset Income Fund Class R6
AUM$854,732.99
TER0.65%
Holdings498
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.