MDMTX Mutual Fund

NAV$10.30

AUM$11M

TER0.82%

Holdings550

MDMTX Mutual Fund

NAV$10.30

BlackRock Strategic Municipal Opportunities Fund Investor Class A1

AUM$11M

TER0.82%

Holdings550

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Holdings Overlap Analysis

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

MDMTX Mutual Fund Overlap Analysis

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

MDMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 550 holdings, MDMTX may share significant positions with broad-market funds.

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