MCKSX Mutual Fund
MCKSX Mutual Fund
NAV$12.64
AUM$3M
TER1.10%
Holdings33
See how much of MCKSX you already own
MCKSX Mutual Fund
NAV$12.64
NYLIM Conservative Allocation Fund Simple Class
AUM$3M
TER1.10%
Holdings33
See how much of MCKSX you already own
MCKSX Mutual Fund Overlap Analysis
MCKSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCKSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MCKSX may share significant positions with broad-market funds.
MCKSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCKSX tax-loss harvesting finds highly correlated but non-identical funds.