MXAHX Mutual Fund
MXAHX Mutual Fund
NAV$11.71
TER0.86%
Holdings22
See how much of MXAHX you already own
MXAHX Mutual Fund
NAV$11.71
Empower Lifetime 2020 Fund Service Class
TER0.86%
Holdings22
See how much of MXAHX you already own
MXAHX Mutual Fund Overlap Analysis
MXAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MXAHX may share significant positions with broad-market funds.
MXAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXAHX tax-loss harvesting finds highly correlated but non-identical funds.