MDSCX Mutual Fund Analysis & Holdings | MarketXLS

MDSCX Mutual Fund

NAV$12.69

AUM$137,419.16

TER0.71%

Holdings545

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MDSCX Mutual Fund

NAV$12.69

BlackRock Sustainable Aware Advantage Global Equity Fund Class Institutional

AUM$137,419.16

TER0.71%

Holdings545

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

MDSCX Mutual Fund Overlap Analysis

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

MDSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 545 holdings, MDSCX may share significant positions with broad-market funds.

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