MDMIX Mutual Fund
MDMIX Mutual Fund
NAV$27.34
AUM$7M
TER0.81%
Holdings37
See how much of MDMIX you already own
MDMIX Mutual Fund
NAV$27.34
Madison Dividend Income Fund Class I
AUM$7M
TER0.81%
Holdings37
See how much of MDMIX you already own
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.