MNVAX Mutual Fund
MNVAX Mutual Fund
NAV$29.90
AUM$97M
TER1.16%
Holdings30
See how much of MNVAX you already own
MNVAX Mutual Fund
NAV$29.90
Madison Investors Fund Cl A
AUM$97M
TER1.16%
Holdings30
See how much of MNVAX you already own
MNVAX Mutual Fund Overlap Analysis
MNVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, MNVAX may share significant positions with broad-market funds.
MNVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNVAX tax-loss harvesting finds highly correlated but non-identical funds.