MRFOX Mutual Fund
NAV$34.20
AUM$1.3B
TER1.02%
Holdings19
MRFOX Mutual Fund
NAV$34.20
Marshfield Concentrated Opportunity Fund
AUM$1.3B
TER1.02%
Holdings19

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MRFOX Mutual Fund Overlap Analysis
MRFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, MRFOX may share significant positions with broad-market funds.
MRFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRFOX tax-loss harvesting finds highly correlated but non-identical funds.