MDLMX Mutual Fund Analysis & Holdings | MarketXLS

MDLMX Mutual Fund

NAV$9.92

AUM$7M

TER0.47%

Holdings186

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MDLMX Mutual Fund

NAV$9.92

BlackRock Short Duration Muni Fund Class A1

AUM$7M

TER0.47%

Holdings186

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

MDLMX Mutual Fund Overlap Analysis

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

MDLMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 186 holdings, MDLMX may share significant positions with broad-market funds.

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