EXCRX Mutual Fund

NAV$9.02

AUM$1M

TER0.66%

Holdings197

EXCRX Mutual Fund

NAV$9.02

Manning & Napier Core Bond Series Class S

AUM$1M

TER0.66%

Holdings197

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Holdings Overlap Analysis

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

EXCRX Mutual Fund Overlap Analysis

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

EXCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 197 holdings, EXCRX may share significant positions with broad-market funds.

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