MSCIX Mutual Fund
MSCIX Mutual Fund
NAV$11.16
AUM$12M
TER1.00%
Holdings50
See how much of MSCIX you already own
MSCIX Mutual Fund
NAV$11.16
Madison Small Cap Fund Class I
AUM$12M
TER1.00%
Holdings50
See how much of MSCIX you already own
MSCIX Mutual Fund Overlap Analysis
MSCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, MSCIX may share significant positions with broad-market funds.
MSCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSCIX tax-loss harvesting finds highly correlated but non-identical funds.