MFDAX Mutual Fund
MFDAX Mutual Fund
NAV$8.97
AUM$13M
TER0.73%
Holdings2
MFDAX Mutual Fund
NAV$8.97
AMG GW&K Enhanced Core Bond ESG Fund Class N
AUM$13M
TER0.73%
Holdings2
MFDAX Mutual Fund Overlap Analysis
MFDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, MFDAX may share significant positions with broad-market funds.
MFDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFDAX tax-loss harvesting finds highly correlated but non-identical funds.