MCCVX Mutual Fund
MCCVX Mutual Fund
NAV$22.76
AUM$28M
TER1.91%
Holdings106
See how much of MCCVX you already own
MCCVX Mutual Fund
NAV$22.76
NYLI MacKay Convertible Fund Class C
AUM$28M
TER1.91%
Holdings106
See how much of MCCVX you already own
MCCVX Mutual Fund Overlap Analysis
MCCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, MCCVX may share significant positions with broad-market funds.
MCCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCCVX tax-loss harvesting finds highly correlated but non-identical funds.