MASFX Mutual Fund
MASFX Mutual Fund
NAV$10.62
AUM$335M
TER1.37%
Holdings1,149
MASFX Mutual Fund
NAV$10.62
iMGP Select Alternative Strategies Fund Institutional Class
AUM$335M
TER1.37%
Holdings1,149
MASFX Mutual Fund Overlap Analysis
MASFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MASFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1149 holdings, MASFX may share significant positions with broad-market funds.
MASFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MASFX tax-loss harvesting finds highly correlated but non-identical funds.