MCNVX Mutual Fund
MCNVX Mutual Fund
NAV$23.83
AUM$826M
TER0.61%
Holdings106
MCNVX Mutual Fund
NAV$23.83
NYLI MacKay Convertible Fund Class I
AUM$826M
TER0.61%
Holdings106
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.