MLXAX Mutual Fund
MLXAX Mutual Fund
NAV$32.34
AUM$47M
TER1.68%
Holdings21
See how much of MLXAX you already own
MLXAX Mutual Fund
NAV$32.34
Catalyst Energy Infrastructure Fund Class A
AUM$47M
TER1.68%
Holdings21
See how much of MLXAX you already own
MLXAX Mutual Fund Overlap Analysis
MLXAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, MLXAX may share significant positions with broad-market funds.
MLXAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLXAX tax-loss harvesting finds highly correlated but non-identical funds.