MCKNX Mutual Fund Analysis & Holdings | MarketXLS

MCKNX Mutual Fund

NAV$12.93

AUM$31M

TER1.04%

Holdings33

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MCKNX Mutual Fund

NAV$12.93

NYLI Conservative Allocation Fund Investor Class

AUM$31M

TER1.04%

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 MCKNX 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 MCKNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MCKNX Mutual Fund Overlap Analysis

MCKNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MCKNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MCKNX may share significant positions with broad-market funds.

MCKNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCKNX tax-loss harvesting finds highly correlated but non-identical funds.