MFSYX Mutual Fund
MFSYX Mutual Fund
NAV$11.21
AUM$20,869.25
TER0.91%
Holdings34
See how much of MFSYX you already own
MFSYX Mutual Fund
NAV$11.21
Madison Sustainable Equity Fund Class Y
AUM$20,869.25
TER0.91%
Holdings34
See how much of MFSYX you already own
MFSYX Mutual Fund Overlap Analysis
MFSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MFSYX may share significant positions with broad-market funds.
MFSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFSYX tax-loss harvesting finds highly correlated but non-identical funds.