MDCIX Mutual Fund
MDCIX Mutual Fund
NAV$17.79
AUM$1.1B
TER0.80%
Holdings37
MDCIX Mutual Fund
NAV$17.79
Madison Mid Cap Fund Class I
AUM$1.1B
TER0.80%
Holdings37
MDCIX Mutual Fund Overlap Analysis
MDCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, MDCIX may share significant positions with broad-market funds.
MDCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDCIX tax-loss harvesting finds highly correlated but non-identical funds.