MRCEX Mutual Fund
MRCEX Mutual Fund
NAV$12.87
TER2.27%
Holdings74
See how much of MRCEX you already own
MRCEX Mutual Fund
NAV$12.87
Meridian Hedged Equity Fund Class C Shares
TER2.27%
Holdings74
See how much of MRCEX you already own
MRCEX Mutual Fund Overlap Analysis
MRCEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, MRCEX may share significant positions with broad-market funds.
MRCEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRCEX tax-loss harvesting finds highly correlated but non-identical funds.