MAXXX Mutual Fund Analysis & Holdings | MarketXLS

MAXXX Mutual Fund

TER0.20%

Holdings108

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MAXXX Mutual Fund

Morgan Stanley Institutional Liquidity Funds - Tax Exempt Portfolio Advisor Class

TER0.20%

Holdings108

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

MAXXX Mutual Fund Overlap Analysis

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

MAXXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, MAXXX may share significant positions with broad-market funds.

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