MCNVX Mutual Fund
MCNVX Mutual Fund
NAV$23.70
AUM$826M
TER0.61%
Holdings106
See how much of MCNVX you already own
MCNVX Mutual Fund
NAV$23.70
NYLI MacKay Convertible Fund Class I
AUM$826M
TER0.61%
Holdings106
See how much of MCNVX you already own
MCNVX Mutual Fund Overlap Analysis
MCNVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCNVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, MCNVX may share significant positions with broad-market funds.
MCNVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCNVX tax-loss harvesting finds highly correlated but non-identical funds.