MCINX Mutual Fund
NAV$23.74
AUM$40M
TER1.16%
Holdings106
MCINX Mutual Fund
NAV$23.74
NYLI MacKay Convertible Fund Investor Class
AUM$40M
TER1.16%
Holdings106
MCINX Mutual Fund Overlap Analysis
MCINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, MCINX may share significant positions with broad-market funds.
MCINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCINX tax-loss harvesting finds highly correlated but non-identical funds.