MCTDX Mutual Fund
MCTDX Mutual Fund
NAV$9.46
AUM$30M
TER3.15%
Holdings58
See how much of MCTDX you already own
MCTDX Mutual Fund
NAV$9.46
Modern Capital Tactical Opportunities Fund Advisor Class
AUM$30M
TER3.15%
Holdings58
See how much of MCTDX you already own
MCTDX Mutual Fund Overlap Analysis
MCTDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCTDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, MCTDX may share significant positions with broad-market funds.
MCTDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCTDX tax-loss harvesting finds highly correlated but non-identical funds.