MRFOX Mutual Fund
MRFOX Mutual Fund
NAV$34.91
AUM$1.3B
TER1.02%
Holdings20
See how much of MRFOX you already own
MRFOX Mutual Fund
NAV$34.91
Marshfield Concentrated Opportunity Fund
AUM$1.3B
TER1.02%
Holdings20
See how much of MRFOX you already own
MRFOX Mutual Fund Overlap Analysis
MRFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, MRFOX may share significant positions with broad-market funds.
MRFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRFOX tax-loss harvesting finds highly correlated but non-identical funds.