IMBAX Mutual Fund

NAV$9.29

AUM$11M

TER0.88%

Holdings569

IMBAX Mutual Fund

NAV$9.29

Voya Limited Maturity Bond Portfolio Advisor Class

AUM$11M

TER0.88%

Holdings569

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Holdings Overlap Analysis

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

IMBAX Mutual Fund Overlap Analysis

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

IMBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 569 holdings, IMBAX may share significant positions with broad-market funds.

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