MIFOX Mutual Fund
MIFOX Mutual Fund
NAV$30.71
AUM$199M
TER0.92%
Holdings21
See how much of MIFOX you already own
MIFOX Mutual Fund
NAV$30.71
Marsico Focus Fund Class Institutional
AUM$199M
TER0.92%
Holdings21
See how much of MIFOX you already own
MIFOX Mutual Fund Overlap Analysis
MIFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, MIFOX may share significant positions with broad-market funds.
MIFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIFOX tax-loss harvesting finds highly correlated but non-identical funds.