MELMX Mutual Fund
MELMX Mutual Fund
NAV$9.92
AUM$198M
TER0.62%
Holdings186
MELMX Mutual Fund
NAV$9.92
BlackRock Short Duration Muni Fund Class A
AUM$198M
TER0.62%
Holdings186
MELMX Mutual Fund Overlap Analysis
MELMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MELMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 186 holdings, MELMX may share significant positions with broad-market funds.
MELMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MELMX tax-loss harvesting finds highly correlated but non-identical funds.