MXFCX Mutual Fund

NAV$8.52

AUM$40M

TER1.86%

Holdings513

MXFCX Mutual Fund

NAV$8.52

NYLI Floating Rate Fund Class C

AUM$40M

TER1.86%

Holdings513

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Holdings Overlap Analysis

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

MXFCX Mutual Fund Overlap Analysis

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

MXFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 513 holdings, MXFCX may share significant positions with broad-market funds.

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