MDFGX Mutual Fund Analysis & Holdings | MarketXLS

MDFGX Mutual Fund

NAV$32.11

AUM$2.2B

TER0.92%

Holdings38

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MDFGX Mutual Fund

NAV$32.11

BlackRock Capital Appreciation Fund, Inc. Investor Class A

AUM$2.2B

TER0.92%

Holdings38

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

MDFGX Mutual Fund Overlap Analysis

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

MDFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, MDFGX may share significant positions with broad-market funds.

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