MDFOX Mutual Fund
MDFOX Mutual Fund
NAV$6.89
AUM$1.0B
TER0.92%
Holdings38
MDFOX Mutual Fund
NAV$6.89
BlackRock Large Cap Focus Growth Fund Inc Class A
AUM$1.0B
TER0.92%
Holdings38
MDFOX Mutual Fund Overlap Analysis
MDFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, MDFOX may share significant positions with broad-market funds.
MDFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDFOX tax-loss harvesting finds highly correlated but non-identical funds.