MAAQX Mutual Fund
MAAQX Mutual Fund
NAV$2.41
TER0.55%
Holdings199
MAAQX Mutual Fund
NAV$2.41
MSIFT Dynamic Value Portfolio Class I
TER0.55%
Holdings199
MAAQX Mutual Fund Overlap Analysis
MAAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 199 holdings, MAAQX may share significant positions with broad-market funds.
MAAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAAQX tax-loss harvesting finds highly correlated but non-identical funds.