MITDX Mutual Fund

NAV$40.49

AUM$23M

TER0.44%

Holdings70

MITDX Mutual Fund

NAV$40.49

Massachusetts Investors Trust Class R4

AUM$23M

TER0.44%

Holdings70

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Holdings Overlap Analysis

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

MITDX Mutual Fund Overlap Analysis

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

MITDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MITDX may share significant positions with broad-market funds.

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