MDCIX Mutual Fund
MDCIX Mutual Fund
NAV$16.65
AUM$1.1B
TER0.80%
Holdings37
See how much of MDCIX you already own
MDCIX Mutual Fund
NAV$16.65
Madison Mid Cap Fund Class I
AUM$1.1B
TER0.80%
Holdings37
See how much of MDCIX you already own
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.