MDMIX Mutual Fund Analysis & Holdings | MarketXLS

MDMIX Mutual Fund

NAV$27.39

AUM$7M

TER0.81%

Holdings37

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MDMIX Mutual Fund

NAV$27.39

Madison Dividend Income Fund Class I

AUM$7M

TER0.81%

Holdings37

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

MDMIX Mutual Fund Overlap Analysis

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

MDMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, MDMIX may share significant positions with broad-market funds.

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