MADVX Mutual Fund

NAV$22.82

AUM$11.3B

TER0.71%

Holdings85

MADVX Mutual Fund

NAV$22.82

BlackRock Equity Dividend Fund Class I

AUM$11.3B

TER0.71%

Holdings85

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MADVX 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 MADVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MADVX Mutual Fund Overlap Analysis

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

MADVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, MADVX may share significant positions with broad-market funds.

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