MERDX Mutual Fund

MERDX Mutual Fund

NAV$33.33
See what you own twice
Check MERDX against your other funds. Free for up to 5.
Check my overlap

Holdings Overlap Analysis

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

MERDX Mutual Fund Overlap Analysis

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

MERDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, MERDX may share significant positions with broad-market funds.

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