MXISX Mutual Fund
NAV$15.64
TER0.56%
Holdings608
MXISX Mutual Fund
NAV$15.64
Empower S&P Small Cap 600 Index Fund Investor Class
TER0.56%
Holdings608
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MXISX Mutual Fund Overlap Analysis
MXISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 608 holdings, MXISX may share significant positions with broad-market funds.
MXISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXISX tax-loss harvesting finds highly correlated but non-identical funds.