MESHX Mutual Fund
MESHX Mutual Fund
NAV$10.12
Holdings134
MESHX Mutual Fund
NAV$10.12
AMG GW&K Municipal Enhanced SMA Shares
Holdings134
MESHX Mutual Fund Overlap Analysis
MESHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MESHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 134 holdings, MESHX may share significant positions with broad-market funds.
MESHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MESHX tax-loss harvesting finds highly correlated but non-identical funds.