MNVRX Mutual Fund
MNVRX Mutual Fund
NAV$30.10
AUM$40M
TER0.73%
Holdings30
See how much of MNVRX you already own
MNVRX Mutual Fund
NAV$30.10
Madison Investors Fund Cl R6
AUM$40M
TER0.73%
Holdings30
See how much of MNVRX you already own
MNVRX Mutual Fund Overlap Analysis
MNVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, MNVRX may share significant positions with broad-market funds.
MNVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNVRX tax-loss harvesting finds highly correlated but non-identical funds.