MMDIX Mutual Fund Analysis & Holdings | MarketXLS

MMDIX Mutual Fund

NAV$8.97

AUM$55M

TER0.60%

Holdings210

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MMDIX Mutual Fund

NAV$8.97

MFS Maryland Municipal Bond Fund Class I

AUM$55M

TER0.60%

Holdings210

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

MMDIX Mutual Fund Overlap Analysis

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

MMDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 210 holdings, MMDIX may share significant positions with broad-market funds.

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