MTMCX Mutual Fund

NAV$9.07

AUM$3M

TER1.86%

Holdings565

MTMCX Mutual Fund

NAV$9.07

NYLI MacKay Total Return Bond Fund Class C

AUM$3M

TER1.86%

Holdings565

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

MTMCX Mutual Fund Overlap Analysis

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

MTMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 565 holdings, MTMCX may share significant positions with broad-market funds.

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