MDGCX Mutual Fund Analysis & Holdings | MarketXLS

MDGCX Mutual Fund

NAV$33.14

AUM$342M

TER0.96%

Holdings252

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MDGCX Mutual Fund

NAV$33.14

BlackRock Advantage Global Fund Class A

AUM$342M

TER0.96%

Holdings252

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

MDGCX Mutual Fund Overlap Analysis

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

MDGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, MDGCX may share significant positions with broad-market funds.

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