MALMX Mutual Fund

NAV$9.91

AUM$248M

TER0.37%

Holdings186

MALMX Mutual Fund

NAV$9.91

BlackRock Short Duration Muni Fund Class I

AUM$248M

TER0.37%

Holdings186

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MALMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MALMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MALMX Mutual Fund Overlap Analysis

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

MALMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 186 holdings, MALMX may share significant positions with broad-market funds.

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