MXTFX Mutual Fund
MXTFX Mutual Fund
NAV$8.02
TER0.74%
Holdings430
See how much of MXTFX you already own
MXTFX Mutual Fund
NAV$8.02
Empower Small Cap Value Fund Institutional Class
TER0.74%
Holdings430
See how much of MXTFX you already own
MXTFX Mutual Fund Overlap Analysis
MXTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 430 holdings, MXTFX may share significant positions with broad-market funds.
MXTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXTFX tax-loss harvesting finds highly correlated but non-identical funds.