MCKBX Mutual Fund
MCKBX Mutual Fund
NAV$11.62
AUM$854,102.64
TER1.76%
Holdings33
See how much of MCKBX you already own
MCKBX Mutual Fund
NAV$11.62
NYLI Conservative Allocation Fund Class B
AUM$854,102.64
TER1.76%
Holdings33
See how much of MCKBX you already own
MCKBX Mutual Fund Overlap Analysis
MCKBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCKBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MCKBX may share significant positions with broad-market funds.
MCKBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCKBX tax-loss harvesting finds highly correlated but non-identical funds.