MCKAX Mutual Fund Analysis & Holdings | MarketXLS

MCKAX Mutual Fund

NAV$12.91

AUM$344M

TER0.87%

Holdings33

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MCKAX Mutual Fund

NAV$12.91

NYLI Conservative Allocation Fund Class A

AUM$344M

TER0.87%

Holdings33

See inside every fund you own

$45/quarter 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 MCKAX 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 MCKAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.