MENYX Mutual Fund Analysis & Holdings | MarketXLS

MENYX Mutual Fund

NAV$9.63

AUM$16M

TER1.03%

Holdings60

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MENYX Mutual Fund

NAV$9.63

Madison Covered Call & Equity Income Fund Class Y

AUM$16M

TER1.03%

Holdings60

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

MENYX Mutual Fund Overlap Analysis

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

MENYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, MENYX may share significant positions with broad-market funds.

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