MENRX Mutual Fund

NAV$9.59

AUM$1M

TER0.90%

Holdings60

MENRX Mutual Fund

NAV$9.59

Madison Covered Call & Equity Income Fund Class R6

AUM$1M

TER0.90%

Holdings60

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Holdings Overlap Analysis

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

MENRX Mutual Fund Overlap Analysis

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

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

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