MDODX Mutual Fund
NAV$12.06
TER1.11%
Holdings34
MDODX Mutual Fund
NAV$12.06
Morgan Stanley Developing Opportunity Portfolio Class R6
TER1.11%
Holdings34
MDODX Mutual Fund Overlap Analysis
MDODX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDODX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MDODX may share significant positions with broad-market funds.
MDODX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDODX tax-loss harvesting finds highly correlated but non-identical funds.