MIVIX Mutual Fund
MIVIX Mutual Fund
NAV$30.86
AUM$61M
TER0.81%
Holdings30
MIVIX Mutual Fund
NAV$30.86
Madison Investors Fund Class I
AUM$61M
TER0.81%
Holdings30
MIVIX Mutual Fund Overlap Analysis
MIVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, MIVIX may share significant positions with broad-market funds.
MIVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIVIX tax-loss harvesting finds highly correlated but non-identical funds.