MMDCX Mutual Fund
MMDCX Mutual Fund
NAV$10.96
AUM$6M
TER1.75%
Holdings18
See how much of MMDCX you already own
MMDCX Mutual Fund
NAV$10.96
Madison Moderate Allocation Fund Class C
AUM$6M
TER1.75%
Holdings18
See how much of MMDCX you already own
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.