MEDIX Mutual Fund Analysis & Holdings | MarketXLS

MEDIX Mutual Fund

NAV$12.60

AUM$4.1B

TER0.82%

Holdings534

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MEDIX Mutual Fund

NAV$12.60

MFS Emerging Markets Debt Fund Class I

AUM$4.1B

TER0.82%

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

MEDIX Mutual Fund Overlap Analysis

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

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

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