MENAX Mutual Fund
MENAX Mutual Fund
NAV$8.88
AUM$27M
TER1.28%
Holdings53
See how much of MENAX you already own
MENAX Mutual Fund
NAV$8.88
Madison Covered Call & Equity Income Fund Class A
AUM$27M
TER1.28%
Holdings53
See how much of MENAX you already own
MENAX Mutual Fund Overlap Analysis
MENAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MENAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, MENAX may share significant positions with broad-market funds.
MENAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MENAX tax-loss harvesting finds highly correlated but non-identical funds.