MCLRX Mutual Fund Analysis & Holdings | MarketXLS

MCLRX Mutual Fund

NAV$18.39

AUM$53M

TER1.48%

Holdings90

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MCLRX Mutual Fund

NAV$18.39

BlackRock Advantage Large Cap Core Fund Class C

AUM$53M

TER1.48%

Holdings90

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

MCLRX Mutual Fund Overlap Analysis

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

MCLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, MCLRX may share significant positions with broad-market funds.

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