MDGRX Mutual Fund

NAV$34.03

AUM$95M

TER1.16%

Holdings44

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$99/yr Pro · Cancel anytime

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MDGRX Mutual Fund

NAV$34.03

BlackRock National Resource Class A

AUM$95M

TER1.16%

Holdings44

See inside every fund you own

$99/yr 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 MDGRX 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 MDGRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MDGRX Mutual Fund Overlap Analysis

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

MDGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, MDGRX may share significant positions with broad-market funds.

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