MAIRX Mutual Fund Analysis & Holdings | MarketXLS

MAIRX Mutual Fund

NAV$11.85

AUM$294M

TER0.55%

Holdings219

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MAIRX Mutual Fund

NAV$11.85

Victory Trivalent International Fund Core Equity Class R6

AUM$294M

TER0.55%

Holdings219

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

MAIRX Mutual Fund Overlap Analysis

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

MAIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 219 holdings, MAIRX may share significant positions with broad-market funds.

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