MLXCX Mutual Fund
MLXCX Mutual Fund
NAV$32.94
AUM$32M
TER2.43%
Holdings21
See how much of MLXCX you already own
MLXCX Mutual Fund
NAV$32.94
Catalyst Energy Infrastructure Fund Class C
AUM$32M
TER2.43%
Holdings21
See how much of MLXCX you already own
MLXCX Mutual Fund Overlap Analysis
MLXCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, MLXCX may share significant positions with broad-market funds.
MLXCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLXCX tax-loss harvesting finds highly correlated but non-identical funds.