MIDLX Mutual Fund

NAV$37.51

AUM$6.7B

TER0.91%

Holdings338

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MIDLX Mutual Fund

NAV$37.51

MFS International New Discovery Fund Class R6

AUM$6.7B

TER0.91%

Holdings338

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

MIDLX Mutual Fund Overlap Analysis

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

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

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