MCFCX Mutual Fund Analysis & Holdings | MarketXLS

MCFCX Mutual Fund

NAV$13.68

AUM$20M

TER2.04%

Holdings50

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MCFCX Mutual Fund

NAV$13.68

Miller Convertible Bond Fund Class C

AUM$20M

TER2.04%

Holdings50

See inside every fund you own

$99/yr 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 MCFCX 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 MCFCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MCFCX Mutual Fund Overlap Analysis

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

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

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