MENCX Mutual Fund
MENCX Mutual Fund
NAV$7.67
AUM$13M
TER2.05%
Holdings60
See how much of MENCX you already own
MENCX Mutual Fund
NAV$7.67
Madison Covered Call & Equity Income Fund Class C
AUM$13M
TER2.05%
Holdings60
See how much of MENCX you already own
MENCX Mutual Fund Overlap Analysis
MENCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MENCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, MENCX may share significant positions with broad-market funds.
MENCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MENCX tax-loss harvesting finds highly correlated but non-identical funds.