MENIX Mutual Fund

NAV$9.34

AUM$91M

TER0.98%

Holdings60

MENIX Mutual Fund

NAV$9.34

Madison Covered Call & Equity Income Fund Class I

AUM$91M

TER0.98%

Holdings60

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Holdings Overlap Analysis

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

MENIX Mutual Fund Overlap Analysis

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

MENIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, MENIX may share significant positions with broad-market funds.

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