MAMVX Mutual Fund
NAV$18.27
AUM$119M
TER0.70%
Holdings83
MAMVX Mutual Fund
NAV$18.27
MoA Mid Cap Value Fund
AUM$119M
TER0.70%
Holdings83
X-ray your whole portfolio
$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.
MAMVX Mutual Fund Overlap Analysis
MAMVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 83 holdings, MAMVX may share significant positions with broad-market funds.
MAMVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAMVX tax-loss harvesting finds highly correlated but non-identical funds.