MERAX Mutual Fund
MERAX Mutual Fund
NAV$16.18
AUM$71M
TER1.15%
Holdings37
MERAX Mutual Fund
NAV$16.18
Madison Mid Cap Fund Class A
AUM$71M
TER1.15%
Holdings37
MERAX Mutual Fund Overlap Analysis
MERAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MERAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, MERAX may share significant positions with broad-market funds.
MERAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MERAX tax-loss harvesting finds highly correlated but non-identical funds.