MISIX Mutual Fund

NAV$22.52

AUM$3.8B

TER0.97%

Holdings219

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MISIX Mutual Fund

NAV$22.52

Victory Trivalent International Small-Cap Fund Class I

AUM$3.8B

TER0.97%

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

MISIX Mutual Fund Overlap Analysis

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

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

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