MSCRX Mutual Fund Analysis & Holdings | MarketXLS

MSCRX Mutual Fund

NAV$11.06

AUM$815,166.9

TER0.92%

Holdings50

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MSCRX Mutual Fund

NAV$11.06

Madison Small Cap Fund Class R6

AUM$815,166.9

TER0.92%

Holdings50

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

Compare With

🔍

Discover Portfolio Overlap

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

MSCRX Mutual Fund Overlap Analysis

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

MSCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, MSCRX may share significant positions with broad-market funds.

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