MXFMX Mutual Fund
MXFMX Mutual Fund
NAV$8.55
AUM$420,789.87
TER1.20%
Holdings474
See how much of MXFMX you already own
MXFMX Mutual Fund
NAV$8.55
NYLIM Floating Rate Fund Simple Class
AUM$420,789.87
TER1.20%
Holdings474
See how much of MXFMX you already own
MXFMX Mutual Fund Overlap Analysis
MXFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 474 holdings, MXFMX may share significant positions with broad-market funds.
MXFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXFMX tax-loss harvesting finds highly correlated but non-identical funds.