MFHIX Mutual Fund
MFHIX Mutual Fund
NAV$8.10
AUM$27M
TER0.75%
Holdings125
MFHIX Mutual Fund
NAV$8.10
Mesirow High Yield Fund Institutional Shares
AUM$27M
TER0.75%
Holdings125
MFHIX Mutual Fund Overlap Analysis
MFHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 125 holdings, MFHIX may share significant positions with broad-market funds.
MFHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFHIX tax-loss harvesting finds highly correlated but non-identical funds.