MIIRX Mutual Fund
MIIRX Mutual Fund
NAV$10.49
AUM$12M
TER0.41%
Holdings52
See how much of MIIRX you already own
MIIRX Mutual Fund
NAV$10.49
Madison High Quality Bond Fund Class I
AUM$12M
TER0.41%
Holdings52
See how much of MIIRX you already own
MIIRX Mutual Fund Overlap Analysis
MIIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, MIIRX may share significant positions with broad-market funds.
MIIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIIRX tax-loss harvesting finds highly correlated but non-identical funds.