MCTDX Mutual Fund Analysis & Holdings | MarketXLS

MCTDX Mutual Fund

NAV$9.24

AUM$30M

TER3.15%

Holdings58

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MCTDX Mutual Fund

NAV$9.24

Modern Capital Tactical Opportunities Fund Advisor Class

AUM$30M

TER3.15%

Holdings58

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

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.