MXCPX Mutual Fund Analysis & Holdings | MarketXLS

MXCPX Mutual Fund

NAV$8.15

AUM$840M

TER0.76%

Holdings18

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MXCPX Mutual Fund

NAV$8.15

Empower Conservative Profile Fund Investor Class

AUM$840M

TER0.76%

Holdings18

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

MXCPX Mutual Fund Overlap Analysis

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

MXCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, MXCPX may share significant positions with broad-market funds.

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