MFEXX Mutual Fund

AUM$3M

TER0.95%

Holdings4

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MFEXX Mutual Fund

DGI US Government Money Market Fund Class A Non-Withholding

AUM$3M

TER0.95%

Holdings4

See inside every fund you own

$99/yr 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 MFEXX 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 MFEXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MFEXX Mutual Fund Overlap Analysis

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

MFEXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, MFEXX may share significant positions with broad-market funds.

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