MXXIX Mutual Fund

NAV$65.19

AUM$524M

TER1.31%

Holdings38

MXXIX Mutual Fund

NAV$65.19

Marsico Midcap Growth Focus Fund Investor Class

AUM$524M

TER1.31%

Holdings38

✓All holdings

✓Overlap Analysis

✓ETF Screener

✓Compare ETFs

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare MXXIX 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 MXXIX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

MXXIX Mutual Fund Overlap Analysis

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

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

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