MIIDX Mutual Fund
MIIDX Mutual Fund
NAV$12.17
AUM$7M
TER0.83%
Holdings104
MIIDX Mutual Fund
NAV$12.17
BNY Mellon Intermediate Bond Fund Investor Shares
AUM$7M
TER0.83%
Holdings104
MIIDX Mutual Fund Overlap Analysis
MIIDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, MIIDX may share significant positions with broad-market funds.
MIIDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIIDX tax-loss harvesting finds highly correlated but non-identical funds.