MXYKX Mutual Fund
NAV$5.08
TER0.66%
Holdings118
MXYKX Mutual Fund
NAV$5.08
Empower T. Rowe Price Mid Cap Growth Fund Institutional Class
TER0.66%
Holdings118
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MXYKX Mutual Fund Overlap Analysis
MXYKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXYKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 118 holdings, MXYKX may share significant positions with broad-market funds.
MXYKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXYKX tax-loss harvesting finds highly correlated but non-identical funds.