MLRSX Mutual Fund Analysis & Holdings | MarketXLS

MLRSX Mutual Fund

NAV$12.38

AUM$3.8B

TER0.63%

Holdings49

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MLRSX Mutual Fund

NAV$12.38

NYLI Winslow Large Cap Growth Fund Class R6

AUM$3.8B

TER0.63%

Holdings49

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MLRSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MLRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.