MRAEX Mutual Fund
NAV$13.30
AUM$2M
TER1.52%
Holdings88
MRAEX Mutual Fund
NAV$13.30
Meridian Hedged Equity Fund Class A Shares
AUM$2M
TER1.52%
Holdings88

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MRAEX Mutual Fund Overlap Analysis
MRAEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, MRAEX may share significant positions with broad-market funds.
MRAEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRAEX tax-loss harvesting finds highly correlated but non-identical funds.