MAADX Mutual Fund
MAADX Mutual Fund
NAV$2.42
TER0.50%
Holdings199
See how much of MAADX you already own
MAADX Mutual Fund
NAV$2.42
MSIFT Dynamic Value Portfolio Class R6
TER0.50%
Holdings199
See how much of MAADX you already own
MAADX Mutual Fund Overlap Analysis
MAADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 199 holdings, MAADX may share significant positions with broad-market funds.
MAADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAADX tax-loss harvesting finds highly correlated but non-identical funds.