MINAX Mutual Fund Analysis & Holdings | MarketXLS

MINAX Mutual Fund

NAV$9.46

AUM$8M

TER1.61%

Holdings58

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MINAX Mutual Fund

NAV$9.46

Madison International Stock Fund Class A

AUM$8M

TER1.61%

Holdings58

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 MINAX 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 MINAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MINAX Mutual Fund Overlap Analysis

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

MINAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, MINAX may share significant positions with broad-market funds.

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