MCFQX Mutual Fund
NAV$8.73
TER0.40%
Holdings1,777
MCFQX Mutual Fund
NAV$8.73
Mercer Core Fixed Income Fund Class I
TER0.40%
Holdings1,777
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MCFQX Mutual Fund Overlap Analysis
MCFQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCFQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1777 holdings, MCFQX may share significant positions with broad-market funds.
MCFQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCFQX tax-loss harvesting finds highly correlated but non-identical funds.