MENYX Mutual Fund
MENYX Mutual Fund
NAV$9.38
AUM$16M
TER1.03%
Holdings53
See how much of MENYX you already own
MENYX Mutual Fund
NAV$9.38
Madison Covered Call & Equity Income Fund Class Y
AUM$16M
TER1.03%
Holdings53
See how much of MENYX you already own
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 53 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.