MAIFX Mutual Fund
MAIFX Mutual Fund
NAV$12.29
AUM$1.3B
TER0.48%
Holdings145
MAIFX Mutual Fund
NAV$12.29
MoA International Fund
AUM$1.3B
TER0.48%
Holdings145
MAIFX Mutual Fund Overlap Analysis
MAIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 145 holdings, MAIFX may share significant positions with broad-market funds.
MAIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAIFX tax-loss harvesting finds highly correlated but non-identical funds.