MCKAX Mutual Fund
MCKAX Mutual Fund
NAV$12.75
AUM$344M
TER0.87%
Holdings33
See how much of MCKAX you already own
MCKAX Mutual Fund
NAV$12.75
NYLIM Conservative Allocation Fund Class A
AUM$344M
TER0.87%
Holdings33
See how much of MCKAX you already own
MCKAX Mutual Fund Overlap Analysis
MCKAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCKAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MCKAX may share significant positions with broad-market funds.
MCKAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCKAX tax-loss harvesting finds highly correlated but non-identical funds.