MCTRX Mutual Fund

NAV$26.02

AUM$39M

TER2.03%

Holdings583

MCTRX Mutual Fund

NAV$26.02

NYLI Income Builder Fund Class C

AUM$39M

TER2.03%

Holdings583

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Holdings Overlap Analysis

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

MCTRX Mutual Fund Overlap Analysis

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

MCTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 583 holdings, MCTRX may share significant positions with broad-market funds.

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