MFSYX Mutual Fund Analysis & Holdings | MarketXLS

MFSYX Mutual Fund

NAV$11.21

AUM$20,869.25

TER0.91%

Holdings34

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MFSYX Mutual Fund

NAV$11.21

Madison Sustainable Equity Fund Class Y

AUM$20,869.25

TER0.91%

Holdings34

See inside every fund you own

$45/quarter 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 MFSYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MFSYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.