MLNIX Mutual Fund
MLNIX Mutual Fund
NAV$29.96
AUM$13M
TER1.00%
Holdings22
MLNIX Mutual Fund
NAV$29.96
MSIF Global Concentrated Portfolio - Class I
AUM$13M
TER1.00%
Holdings22
MLNIX Mutual Fund Overlap Analysis
MLNIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MLNIX may share significant positions with broad-market funds.
MLNIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLNIX tax-loss harvesting finds highly correlated but non-identical funds.