🔍 MF Overlap Checker
Holding two funds that own the same stocks isn't diversification — it's duplication. Pull each fund's holdings from its latest factsheet and check the overlap.
Portfolio Overlap
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Overlap by Stock Count0%
Overlap by Weight (approx.)0%
Recommendation—
Weight overlap is approximated as the smaller of the two common-stock weights (exact overlap needs stock-level data: Σ min of each stock's weight in both funds). As a rule of thumb: below 25% is healthy, 25–40% is moderate, above 40% means the funds largely duplicate each other — common when holding two large-cap or two index-hugging funds. Estimates only.