MNDAX Mutual Fund
MNDAX Mutual Fund
NAV$31.66
AUM$784M
TER1.21%
Holdings109
See how much of MNDAX you already own
MNDAX Mutual Fund
NAV$31.66
MFS New Discovery Fund Class A
AUM$784M
TER1.21%
Holdings109
See how much of MNDAX you already own
MNDAX Mutual Fund Overlap Analysis
MNDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDAX may share significant positions with broad-market funds.
MNDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDAX tax-loss harvesting finds highly correlated but non-identical funds.