MCCPX Mutual Fund
MCCPX Mutual Fund
NAV$21.14
AUM$75M
TER1.56%
Holdings1,704
See how much of MCCPX you already own
MCCPX Mutual Fund
NAV$21.14
BlackRock Balanced Fund, Inc. Class C
AUM$75M
TER1.56%
Holdings1,704
See how much of MCCPX you already own
MCCPX Mutual Fund Overlap Analysis
MCCPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1704 holdings, MCCPX may share significant positions with broad-market funds.
MCCPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCCPX tax-loss harvesting finds highly correlated but non-identical funds.