MXFEX Mutual Fund
MXFEX Mutual Fund
NAV$8.55
AUM$199M
TER0.64%
Holdings513
See how much of MXFEX you already own
MXFEX Mutual Fund
NAV$8.55
NYLI Floating Rate Fund Class R6
AUM$199M
TER0.64%
Holdings513
See how much of MXFEX you already own
MXFEX Mutual Fund Overlap Analysis
MXFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 513 holdings, MXFEX may share significant positions with broad-market funds.
MXFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXFEX tax-loss harvesting finds highly correlated but non-identical funds.