Mutual fund overlap calculator.
Estimate overlap across matching holdings you enter for two mutual funds.
Mutual fund overlap inputs
Enter only the same underlying holdings in matching positions. This is a partial overlap screen, not a fund-portfolio look-through: it excludes unentered securities, derivatives, cash and changing portfolios.
Method: The tool applies entered loan, deposit, fund-holding or subsidy assumptions and makes its arithmetic and limitations explicit.
Inputs used: Fund A holding 1 weight = 25 %; Fund A holding 2 weight = 15 %; Fund A holding 3 weight = 10 %; Fund B matching holding 1 weight = 20 %; Fund B matching holding 2 weight = 10 %; Fund B matching holding 3 weight = 5 %
Assumptions: The result uses the values, units and options shown in the input snapshot.
Scope and warnings: Enter only the same underlying holdings in matching positions. This is a partial overlap screen, not a fund-portfolio look-through: it excludes unentered securities, derivatives, cash and changing portfolios. Rounding and excluded real-world terms can make an external result differ.
How this mutual fund overlap calculator works
The tool applies entered loan, deposit, fund-holding or subsidy assumptions and makes its arithmetic and limitations explicit.
A worked example
Enter figures from your lender, fund factsheet or deposit quote before using a result in a decision.
Is this a lender quote, fund analysis or tax determination?
No. Confirm current product conditions, eligibility, rates, fees, tax rules and underlying holdings from the official source.
Calculations run on your device. Review your results before exporting or sharing them.
Match only the same securities
Enter matching holdings in the corresponding positions for both funds.
This partial screen cannot replace a current full-portfolio look-through.
Published by ToolMitra — methods and editorial approach.