MERAX Mutual Fund
MERAX Mutual Fund
NAV$15.08
AUM$70M
TER1.15%
Holdings37
See how much of MERAX you already own
MERAX Mutual Fund
NAV$15.08
Madison Mid Cap Fund Class A
AUM$70M
TER1.15%
Holdings37
See how much of MERAX you already own
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.