MDCMX Mutual Fund
MDCMX Mutual Fund
NAV$11.86
AUM$55M
TER0.56%
Holdings248
MDCMX Mutual Fund
NAV$11.86
BlackRock California Municipal Opportunities Fund Class A1
AUM$55M
TER0.56%
Holdings248
MDCMX Mutual Fund Overlap Analysis
MDCMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 248 holdings, MDCMX may share significant positions with broad-market funds.
MDCMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDCMX tax-loss harvesting finds highly correlated but non-identical funds.