MDCPX Mutual Fund
MDCPX Mutual Fund
NAV$27.62
AUM$988M
TER0.78%
Holdings1,704
See how much of MDCPX you already own
MDCPX Mutual Fund
NAV$27.62
BlackRock Balanced Fund, Inc. Class A
AUM$988M
TER0.78%
Holdings1,704
See how much of MDCPX you already own
MDCPX Mutual Fund Overlap Analysis
MDCPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1704 holdings, MDCPX may share significant positions with broad-market funds.
MDCPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDCPX tax-loss harvesting finds highly correlated but non-identical funds.