MFSIX Mutual Fund
MFSIX Mutual Fund
NAV$11.20
AUM$3M
TER0.81%
Holdings34
See how much of MFSIX you already own
MFSIX Mutual Fund
NAV$11.20
Madison Sustainable Equity Fund Class I
AUM$3M
TER0.81%
Holdings34
See how much of MFSIX you already own
MFSIX Mutual Fund Overlap Analysis
MFSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MFSIX may share significant positions with broad-market funds.
MFSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFSIX tax-loss harvesting finds highly correlated but non-identical funds.