MSCRX Mutual Fund
MSCRX Mutual Fund
NAV$10.70
AUM$828,061.59
TER0.92%
Holdings50
See how much of MSCRX you already own
MSCRX Mutual Fund
NAV$10.70
Madison Small Cap Fund Class R6
AUM$828,061.59
TER0.92%
Holdings50
See how much of MSCRX you already own
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.