MNDAX Mutual Fund
MNDAX Mutual Fund
NAV$33.38
AUM$771M
TER1.21%
Holdings109
MNDAX Mutual Fund
NAV$33.38
MFS New Discovery Fund Class A
AUM$771M
TER1.21%
Holdings109
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.