MFDAX Mutual Fund

NAV$8.97

AUM$13M

TER0.73%

Holdings2

See how much of MFDAX you already own

Just $25 once·$99/mo·Download sample

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MFDAX Mutual Fund

NAV$8.97

AMG GW&K Enhanced Core Bond ESG Fund Class N

AUM$13M

TER0.73%

Holdings2

See how much of MFDAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.