MAHIX Mutual Fund Analysis & Holdings | MarketXLS

MAHIX Mutual Fund

NAV$9.80

AUM$259M

TER1.02%

Holdings1,006

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MAHIX Mutual Fund

NAV$9.80

iMGP Low Duration Income Fund Institutional Class

AUM$259M

TER1.02%

Holdings1,006

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

MAHIX Mutual Fund Overlap Analysis

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

MAHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1006 holdings, MAHIX may share significant positions with broad-market funds.

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