IPIMX Mutual Fund
NAV$8.74
AUM$233M
TER0.50%
Holdings119
IPIMX Mutual Fund
NAV$8.74
Voya High Yield Portfolio Class I
AUM$233M
TER0.50%
Holdings119
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IPIMX Mutual Fund Overlap Analysis
IPIMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IPIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, IPIMX may share significant positions with broad-market funds.
IPIMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IPIMX tax-loss harvesting finds highly correlated but non-identical funds.