MAFAX Mutual Fund Analysis & Holdings | MarketXLS

MAFAX Mutual Fund

NAV$12.43

AUM$7M

TER2.05%

Holdings616

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MAFAX Mutual Fund

NAV$12.43

Abbey Capital Multi Asset Fund Class A

AUM$7M

TER2.05%

Holdings616

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

MAFAX Mutual Fund Overlap Analysis

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

MAFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 616 holdings, MAFAX may share significant positions with broad-market funds.

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