MITDX Mutual Fund
MITDX Mutual Fund
NAV$39.10
AUM$22M
TER0.44%
Holdings70
See how much of MITDX you already own
MITDX Mutual Fund
NAV$39.10
Massachusetts Investors Trust Class R4
AUM$22M
TER0.44%
Holdings70
See how much of MITDX you already own
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.