MFOCX Mutual Fund
MFOCX Mutual Fund
NAV$28.46
AUM$777M
TER1.18%
Holdings23
See how much of MFOCX you already own
MFOCX Mutual Fund
NAV$28.46
Marsico Focus Fund Investor Class
AUM$777M
TER1.18%
Holdings23
See how much of MFOCX you already own
MFOCX Mutual Fund Overlap Analysis
MFOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MFOCX may share significant positions with broad-market funds.
MFOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFOCX tax-loss harvesting finds highly correlated but non-identical funds.