MENRX Mutual Fund
MENRX Mutual Fund
NAV$10.04
AUM$1M
TER0.90%
Holdings60
See how much of MENRX you already own
MENRX Mutual Fund
NAV$10.04
Madison Covered Call & Equity Income Fund Class R6
AUM$1M
TER0.90%
Holdings60
See how much of MENRX you already own
MENRX Mutual Fund Overlap Analysis
MENRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MENRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, MENRX may share significant positions with broad-market funds.
MENRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MENRX tax-loss harvesting finds highly correlated but non-identical funds.