MARFX Mutual Fund
MARFX Mutual Fund
NAV$26.54
AUM$578M
TER0.75%
Holdings92
See how much of MARFX you already own
MARFX Mutual Fund
NAV$26.54
BlackRock Mid-Cap Value Fund Institutional
AUM$578M
TER0.75%
Holdings92
See how much of MARFX you already own
MARFX Mutual Fund Overlap Analysis
MARFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MARFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, MARFX may share significant positions with broad-market funds.
MARFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MARFX tax-loss harvesting finds highly correlated but non-identical funds.