MACQX Mutual Fund
MACQX Mutual Fund
NAV$17.61
AUM$125M
TER0.52%
Holdings22
See how much of MACQX you already own
MACQX Mutual Fund
NAV$17.61
MFS Conservative Allocation Fund Class R6
AUM$125M
TER0.52%
Holdings22
See how much of MACQX you already own
MACQX Mutual Fund Overlap Analysis
MACQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MACQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MACQX may share significant positions with broad-market funds.
MACQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MACQX tax-loss harvesting finds highly correlated but non-identical funds.