MCSDX Mutual Fund Analysis & Holdings | MarketXLS

MCSDX Mutual Fund

NAV$39.40

AUM$178M

TER0.60%

Holdings34

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MCSDX Mutual Fund

NAV$39.40

NYLI WMC Enduring Capital Fund Class R6

AUM$178M

TER0.60%

Holdings34

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

MCSDX Mutual Fund Overlap Analysis

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

MCSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MCSDX may share significant positions with broad-market funds.

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