MAAOX Mutual Fund Analysis & Holdings | MarketXLS

MAAOX Mutual Fund

NAV$2.39

TER1.65%

Holdings199

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MAAOX Mutual Fund

NAV$2.39

MSIFT Dynamic Value Portfolio Class C

TER1.65%

Holdings199

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MAAOX Mutual Fund Overlap Analysis

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

MAAOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 199 holdings, MAAOX may share significant positions with broad-market funds.

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