MXFCX Mutual Fund
MXFCX Mutual Fund
NAV$8.54
AUM$40M
TER1.86%
Holdings513
See how much of MXFCX you already own
MXFCX Mutual Fund
NAV$8.54
NYLI Floating Rate Fund Class C
AUM$40M
TER1.86%
Holdings513
See how much of MXFCX you already own
MXFCX Mutual Fund Overlap Analysis
MXFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 513 holdings, MXFCX may share significant positions with broad-market funds.
MXFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXFCX tax-loss harvesting finds highly correlated but non-identical funds.