MCSVX Mutual Fund
MCSVX Mutual Fund
NAV$18.21
AUM$1M
TER1.94%
Holdings106
See how much of MCSVX you already own
MCSVX Mutual Fund
NAV$18.21
NYLI MacKay Convertible Fund Class B
AUM$1M
TER1.94%
Holdings106
See how much of MCSVX you already own
MCSVX Mutual Fund Overlap Analysis
MCSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, MCSVX may share significant positions with broad-market funds.
MCSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCSVX tax-loss harvesting finds highly correlated but non-identical funds.