MLNCX Mutual Fund
MLNCX Mutual Fund
NAV$27.89
AUM$2M
TER2.08%
Holdings22
See how much of MLNCX you already own
MLNCX Mutual Fund
NAV$27.89
MSIF Global Concentrated Portfolio - Class C
AUM$2M
TER2.08%
Holdings22
See how much of MLNCX you already own
MLNCX Mutual Fund Overlap Analysis
MLNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MLNCX may share significant positions with broad-market funds.
MLNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLNCX tax-loss harvesting finds highly correlated but non-identical funds.