MCRFX Mutual Fund
MCRFX Mutual Fund
NAV$15.32
AUM$19M
TER1.75%
Holdings92
MCRFX Mutual Fund
NAV$15.32
BlackRock Mid-Cap Value Fund Class C
AUM$19M
TER1.75%
Holdings92
MCRFX Mutual Fund Overlap Analysis
MCRFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, MCRFX may share significant positions with broad-market funds.
MCRFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCRFX tax-loss harvesting finds highly correlated but non-identical funds.