MIDNX Mutual Fund
NAV$23.56
TER1.14%
Holdings72
MIDNX Mutual Fund
NAV$23.56
Matthews India Fund Institutional Class
TER1.14%
Holdings72
MIDNX Mutual Fund Overlap Analysis
MIDNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIDNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, MIDNX may share significant positions with broad-market funds.
MIDNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIDNX tax-loss harvesting finds highly correlated but non-identical funds.