MDSKX Mutual Fund
MDSKX Mutual Fund
NAV$32.57
AUM$276M
TER0.37%
Holdings1
MDSKX Mutual Fund
NAV$32.57
iShares Russell 2000 Small Cap Index Fund Class A
AUM$276M
TER0.37%
Holdings1
MDSKX Mutual Fund Overlap Analysis
MDSKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDSKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, MDSKX may share significant positions with broad-market funds.
MDSKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDSKX tax-loss harvesting finds highly correlated but non-identical funds.