MFDYX Mutual Fund
MFDYX Mutual Fund
NAV$9.00
AUM$14M
TER0.56%
Holdings2
See how much of MFDYX you already own
MFDYX Mutual Fund
NAV$9.00
AMG GW&K Enhanced Core Bond ESG Fund- Class Z
AUM$14M
TER0.56%
Holdings2
See how much of MFDYX you already own
MFDYX Mutual Fund Overlap Analysis
MFDYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, MFDYX may share significant positions with broad-market funds.
MFDYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFDYX tax-loss harvesting finds highly correlated but non-identical funds.