MIDJX Mutual Fund
MIDJX Mutual Fund
NAV$34.87
AUM$33M
TER1.03%
Holdings338
See how much of MIDJX you already own
MIDJX Mutual Fund
NAV$34.87
MFS International New Discovery Fund Class R4
AUM$33M
TER1.03%
Holdings338
See how much of MIDJX you already own
MIDJX Mutual Fund Overlap Analysis
MIDJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIDJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 338 holdings, MIDJX may share significant positions with broad-market funds.
MIDJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIDJX tax-loss harvesting finds highly correlated but non-identical funds.