MNVAX Mutual Fund
MNVAX Mutual Fund
NAV$30.95
AUM$96M
TER1.16%
Holdings30
MNVAX Mutual Fund
NAV$30.95
Madison Investors Fund Cl A
AUM$96M
TER1.16%
Holdings30
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.