MDSAX Mutual Fund

NAV$8.96

AUM$415,321.23

TER0.80%

Holdings167

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Just $25 once·$69/mo·Download sample

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MDSAX Mutual Fund

NAV$8.96

Integrity Short Term Government Fund Class A

AUM$415,321.23

TER0.80%

Holdings167

See how much of MDSAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MDSAX Mutual Fund Overlap Analysis

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

MDSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 167 holdings, MDSAX may share significant positions with broad-market funds.

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