MFADX Mutual Fund

NAV$29.07

AUM$42M

TER2.16%

Holdings164

MFADX Mutual Fund

NAV$29.07

Cromwell Marketfield L/S Fund Class A

AUM$42M

TER2.16%

Holdings164

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Holdings Overlap Analysis

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

MFADX Mutual Fund Overlap Analysis

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

MFADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, MFADX may share significant positions with broad-market funds.

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