MMDIX Mutual Fund
MMDIX Mutual Fund
NAV$8.45
AUM$52M
TER0.61%
Holdings238
See how much of MMDIX you already own
MMDIX Mutual Fund
NAV$8.45
MFS Maryland Municipal Bond Fund Class I
AUM$52M
TER0.61%
Holdings238
See how much of MMDIX you already own
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 238 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.