MLRSX Mutual Fund
MLRSX Mutual Fund
NAV$11.88
AUM$3.8B
TER0.63%
Holdings49
See how much of MLRSX you already own
MLRSX Mutual Fund
NAV$11.88
NYLIM Winslow Large Cap Growth Fund Class R6
AUM$3.8B
TER0.63%
Holdings49
See how much of MLRSX you already own
MLRSX Mutual Fund Overlap Analysis
MLRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, MLRSX may share significant positions with broad-market funds.
MLRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLRSX tax-loss harvesting finds highly correlated but non-identical funds.