MZCIX Mutual Fund Analysis & Holdings | MarketXLS

MZCIX Mutual Fund

NAV$9.56

AUM$78M

TER0.70%

Holdings373

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MZCIX Mutual Fund

NAV$9.56

Muzinich Dynamic Income Fund Institutional Shares

AUM$78M

TER0.70%

Holdings373

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MZCIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MZCIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MZCIX Mutual Fund Overlap Analysis

MZCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MZCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 373 holdings, MZCIX may share significant positions with broad-market funds.

MZCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MZCIX tax-loss harvesting finds highly correlated but non-identical funds.