MATFX Mutual Fund Analysis & Holdings | MarketXLS

MATFX Mutual Fund

NAV$24.18

AUM$173M

TER1.27%

Holdings59

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MATFX Mutual Fund

NAV$24.18

MATTHEWS ASIA INNOVATORS FUND Investor Class

AUM$173M

TER1.27%

Holdings59

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 MATFX 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 MATFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MATFX Mutual Fund Overlap Analysis

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

MATFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, MATFX may share significant positions with broad-market funds.

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