MFADX Mutual Fund Analysis & Holdings | MarketXLS

MFADX Mutual Fund

NAV$29.15

AUM$42M

TER2.16%

Holdings164

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MFADX Mutual Fund

NAV$29.15

Cromwell Marketfield L/S Fund Class A

AUM$42M

TER2.16%

Holdings164

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

MFADX Mutual Fund Overlap Analysis

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

MFADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 164 holdings, MFADX may share significant positions with broad-market funds.

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