MACNX Mutual Fund
MACNX Mutual Fund
NAV$17.23
AUM$50M
TER0.83%
Holdings22
See how much of MACNX you already own
MACNX Mutual Fund
NAV$17.23
MFS Conservative Allocation Fund Class R3
AUM$50M
TER0.83%
Holdings22
See how much of MACNX you already own
MACNX Mutual Fund Overlap Analysis
MACNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MACNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MACNX may share significant positions with broad-market funds.
MACNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MACNX tax-loss harvesting finds highly correlated but non-identical funds.