MACSX Mutual Fund Analysis & Holdings | MarketXLS

MACSX Mutual Fund

NAV$13.42

AUM$814M

TER1.15%

Holdings45

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MACSX Mutual Fund

NAV$13.42

Matthews Asian Growth and Income Fund Investor Class

AUM$814M

TER1.15%

Holdings45

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

MACSX Mutual Fund Overlap Analysis

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

MACSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MACSX may share significant positions with broad-market funds.

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