MDAKX Mutual Fund Analysis & Holdings | MarketXLS

MDAKX Mutual Fund

NAV$15.06

AUM$376,205.32

TER1.56%

Holdings16

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MDAKX Mutual Fund

NAV$15.06

NYLI Moderate ETF Allocation Fund Class C

AUM$376,205.32

TER1.56%

Holdings16

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare MDAKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MDAKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MDAKX Mutual Fund Overlap Analysis

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

MDAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MDAKX may share significant positions with broad-market funds.

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