MEDRX Mutual Fund Analysis & Holdings | MarketXLS

MEDRX Mutual Fund

NAV$31.24

AUM$19M

TER1.39%

Holdings1

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MEDRX Mutual Fund

NAV$31.24

Kinetics Medical Fund Class No Load Class

AUM$19M

TER1.39%

Holdings1

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

MEDRX Mutual Fund Overlap Analysis

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

MEDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, MEDRX may share significant positions with broad-market funds.

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