MIDHX Mutual Fund

NAV$35.21

AUM$38M

TER1.28%

Holdings338

MIDHX Mutual Fund

NAV$35.21

MFS International New Discovery Fund Class R3

AUM$38M

TER1.28%

Holdings338

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Holdings Overlap Analysis

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

MIDHX Mutual Fund Overlap Analysis

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

MIDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 338 holdings, MIDHX may share significant positions with broad-market funds.

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