MAISX Mutual Fund

NAV$26.89

AUM$14M

TER1.13%

Holdings120

MAISX Mutual Fund

NAV$26.89

Victory Integrity Small/Mid-Cap Value Fund Class A

AUM$14M

TER1.13%

Holdings120

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MAISX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MAISX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MAISX Mutual Fund Overlap Analysis

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

MAISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, MAISX may share significant positions with broad-market funds.

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