MXAHX Mutual Fund

NAV$11.72

TER0.86%

Holdings22

MXAHX Mutual Fund

NAV$11.72

Empower Lifetime 2020 Fund Service Class

TER0.86%

Holdings22

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Holdings Overlap Analysis

Compare MXAHX 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 MXAHX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.