MXLYX Mutual Fund
NAV$14.58
TER0.74%
Holdings22
MXLYX Mutual Fund
NAV$14.58
Empower Lifetime 2015 Fund Investor Class
TER0.74%
Holdings22
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MXLYX Mutual Fund Overlap Analysis
MXLYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXLYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MXLYX may share significant positions with broad-market funds.
MXLYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXLYX tax-loss harvesting finds highly correlated but non-identical funds.