MFDSX Mutual Fund

NAV$9.01

TER0.48%

Holdings2

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MFDSX Mutual Fund

NAV$9.01

AMG GW&K Enhanced Core Bond ESG Fund- Class I

TER0.48%

Holdings2

See inside every fund you own

$99/yr 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 MFDSX 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 MFDSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MFDSX Mutual Fund Overlap Analysis

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

MFDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, MFDSX may share significant positions with broad-market funds.

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