MMDCX Mutual Fund Analysis & Holdings | MarketXLS

MMDCX Mutual Fund

NAV$10.96

AUM$6M

TER1.75%

Holdings18

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MMDCX Mutual Fund

NAV$10.96

Madison Moderate Allocation Fund Class C

AUM$6M

TER1.75%

Holdings18

See inside every fund you own

$45/quarter 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 MMDCX 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 MMDCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MMDCX Mutual Fund Overlap Analysis

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

MMDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, MMDCX may share significant positions with broad-market funds.

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