MECEX Mutual Fund Analysis & Holdings | MarketXLS

MECEX Mutual Fund

NAV$15.58

AUM$1M

TER2.16%

Holdings113

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MECEX Mutual Fund

NAV$15.58

NYLI Epoch Capital Growth Fund Class C

AUM$1M

TER2.16%

Holdings113

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

MECEX Mutual Fund Overlap Analysis

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

MECEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, MECEX may share significant positions with broad-market funds.

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