MCRFX Mutual Fund
MCRFX Mutual Fund
NAV$15.35
AUM$19M
TER1.75%
Holdings92
See how much of MCRFX you already own
MCRFX Mutual Fund
NAV$15.35
BlackRock Mid-Cap Value Fund Class C
AUM$19M
TER1.75%
Holdings92
See how much of MCRFX you already own
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.