MIDAX Mutual Fund
MIDAX Mutual Fund
NAV$35.96
AUM$476M
TER1.28%
Holdings338
See how much of MIDAX you already own
MIDAX Mutual Fund
NAV$35.96
MFS International New Discovery Fund Class A
AUM$476M
TER1.28%
Holdings338
See how much of MIDAX you already own
MIDAX Mutual Fund Overlap Analysis
MIDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 338 holdings, MIDAX may share significant positions with broad-market funds.
MIDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIDAX tax-loss harvesting finds highly correlated but non-identical funds.