MDEGX Mutual Fund Analysis & Holdings | MarketXLS

MDEGX Mutual Fund

NAV$17.48

AUM$265M

TER1.20%

Holdings33

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MDEGX Mutual Fund

NAV$17.48

BlackRock Unconstrained Equity Fund Class A

AUM$265M

TER1.20%

Holdings33

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 MDEGX 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 MDEGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MDEGX Mutual Fund Overlap Analysis

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

MDEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MDEGX may share significant positions with broad-market funds.

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