MLXIX Mutual Fund
MLXIX Mutual Fund
NAV$33.18
AUM$337M
TER1.43%
Holdings21
See how much of MLXIX you already own
MLXIX Mutual Fund
NAV$33.18
Catalyst Energy Infrastructure Fund Class I
AUM$337M
TER1.43%
Holdings21
See how much of MLXIX you already own
MLXIX Mutual Fund Overlap Analysis
MLXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, MLXIX may share significant positions with broad-market funds.
MLXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLXIX tax-loss harvesting finds highly correlated but non-identical funds.