MASMX Mutual Fund Analysis & Holdings | MarketXLS

MASMX Mutual Fund

NAV$10.67

AUM$3M

TER1.35%

Holdings50

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MASMX Mutual Fund

NAV$10.67

Madison Small Cap Fund Class A

AUM$3M

TER1.35%

Holdings50

See inside every fund you own

$45/quarter 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 MASMX 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 MASMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MASMX Mutual Fund Overlap Analysis

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

MASMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, MASMX may share significant positions with broad-market funds.

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