MINYX Mutual Fund Holdings Overlap Calculator | MarketXLS

MINYX Mutual Fund

NAV$9.39

AUM$108,240.64

TER1.36%

Holdings58

See what you own twice

Check MINYX against your other funds. Free for up to 5.

Check my overlap

MINYX Mutual Fund

NAV$9.39

Madison International Stock Fund Class Y

AUM$108,240.64

TER1.36%

Holdings58

See what you own twice

Check MINYX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MINYX Mutual Fund Overlap Analysis

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

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

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