MEDFX Mutual Fund Analysis & Holdings | MarketXLS

MEDFX Mutual Fund

NAV$12.65

AUM$33M

TER1.07%

Holdings534

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MEDFX Mutual Fund

NAV$12.65

MFS Emerging Markets Debt Fund Class R3

AUM$33M

TER1.07%

Holdings534

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

MEDFX Mutual Fund Overlap Analysis

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

MEDFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 534 holdings, MEDFX may share significant positions with broad-market funds.

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