MCNAX Mutual Fund Analysis & Holdings | MarketXLS

MCNAX Mutual Fund

NAV$10.77

AUM$33M

TER0.98%

Holdings18

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MCNAX Mutual Fund

NAV$10.77

Madison Conservative Allocation Fund Class A

AUM$33M

TER0.98%

Holdings18

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

MCNAX Mutual Fund Overlap Analysis

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

MCNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, MCNAX may share significant positions with broad-market funds.

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