MCIFX Mutual Fund
MCIFX Mutual Fund
NAV$13.83
AUM$341M
TER1.04%
Holdings50
See how much of MCIFX you already own
MCIFX Mutual Fund
NAV$13.83
Miller Convertible Bond Fund Class I
AUM$341M
TER1.04%
Holdings50
See how much of MCIFX you already own
MCIFX Mutual Fund Overlap Analysis
MCIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, MCIFX may share significant positions with broad-market funds.
MCIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCIFX tax-loss harvesting finds highly correlated but non-identical funds.