MALOX Mutual Fund

NAV$20.98

AUM$6.8B

TER0.87%

Holdings3,428

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MALOX Mutual Fund

NAV$20.98

BlackRock Global Allocation Fund Inc Institutional class

AUM$6.8B

TER0.87%

Holdings3,428

See inside every fund you own

$99/yr 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 MALOX 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 MALOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MALOX Mutual Fund Overlap Analysis

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

MALOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3428 holdings, MALOX may share significant positions with broad-market funds.

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