MAEIX Mutual Fund
NAV$78.91
AUM$4.6B
TER0.14%
Holdings510
MAEIX Mutual Fund
NAV$78.91
MoA Equity Index Fund
AUM$4.6B
TER0.14%
Holdings510
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MAEIX Mutual Fund Overlap Analysis
MAEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 510 holdings, MAEIX may share significant positions with broad-market funds.
MAEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAEIX tax-loss harvesting finds highly correlated but non-identical funds.