MIISX Mutual Fund Analysis & Holdings | MarketXLS

MIISX Mutual Fund

NAV$6.34

AUM$10M

TER1.11%

Holdings61

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MIISX Mutual Fund

NAV$6.34

BNY Mellon Income Stock Fund Investor Shares

AUM$10M

TER1.11%

Holdings61

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 MIISX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

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

MIISX Mutual Fund Overlap Analysis

MIISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MIISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, MIISX may share significant positions with broad-market funds.

MIISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIISX tax-loss harvesting finds highly correlated but non-identical funds.