MOFIX Mutual Fund Analysis & Holdings | MarketXLS

MOFIX Mutual Fund

NAV$8.35

AUM$1.2B

TER0.57%

Holdings2,043

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MOFIX Mutual Fund

NAV$8.35

Mercer Opportunistic Fixed Income Fund Class Y3

AUM$1.2B

TER0.57%

Holdings2,043

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MOFIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MOFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MOFIX Mutual Fund Overlap Analysis

MOFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MOFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2043 holdings, MOFIX may share significant positions with broad-market funds.

MOFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOFIX tax-loss harvesting finds highly correlated but non-identical funds.