MYIFX Mutual Fund
MYIFX Mutual Fund
NAV$20.54
AUM$45M
TER1.48%
Holdings27
See how much of MYIFX you already own
MYIFX Mutual Fund
NAV$20.54
Monetta Core Growth Fund
AUM$45M
TER1.48%
Holdings27
See how much of MYIFX you already own
MYIFX Mutual Fund Overlap Analysis
MYIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MYIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, MYIFX may share significant positions with broad-market funds.
MYIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MYIFX tax-loss harvesting finds highly correlated but non-identical funds.