MCFGX Mutual Fund
MCFGX Mutual Fund
NAV$6.86
AUM$37M
TER1.67%
Holdings38
See how much of MCFGX you already own
MCFGX Mutual Fund
NAV$6.86
BlackRock Capital Appreciation Fund, Inc. Investor C
AUM$37M
TER1.67%
Holdings38
See how much of MCFGX you already own
MCFGX Mutual Fund Overlap Analysis
MCFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, MCFGX may share significant positions with broad-market funds.
MCFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCFGX tax-loss harvesting finds highly correlated but non-identical funds.