MISAX Mutual Fund

NAV$22.29

AUM$48M

TER1.35%

Holdings219

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

MISAX Mutual Fund

NAV$22.29

Victory Trivalent International Small-Cap Fund Class A

AUM$48M

TER1.35%

Holdings219

See inside every fund you own

$99/yr 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 MISAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

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

MISAX Mutual Fund Overlap Analysis

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

MISAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 219 holdings, MISAX may share significant positions with broad-market funds.

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