MIVIX Mutual Fund
MIVIX Mutual Fund
NAV$30.46
AUM$59M
TER0.81%
Holdings30
See how much of MIVIX you already own
MIVIX Mutual Fund
NAV$30.46
Madison Investors Fund Class I
AUM$59M
TER0.81%
Holdings30
See how much of MIVIX you already own
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.