MIDFX Mutual Fund

NAV$66.93

AUM$387M

TER1.06%

Holdings38

MIDFX Mutual Fund

NAV$66.93

Marsico Midcap Growth Focus Fund Class Institutional

AUM$387M

TER1.06%

Holdings38

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MIDFX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

MIDFX Mutual Fund Overlap Analysis

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

MIDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, MIDFX may share significant positions with broad-market funds.

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