MYSIX Mutual Fund
NAV$21.41
AUM$404M
TER1.10%
Holdings219
MYSIX Mutual Fund
NAV$21.41
Victory Trivalent International Small-Cap Fund Class Y
AUM$404M
TER1.10%
Holdings219

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MYSIX Mutual Fund Overlap Analysis
MYSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MYSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 219 holdings, MYSIX may share significant positions with broad-market funds.
MYSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MYSIX tax-loss harvesting finds highly correlated but non-identical funds.