MNDBX Mutual Fund
MNDBX Mutual Fund
NAV$19.23
AUM$738,109.3
TER1.96%
Holdings109
See how much of MNDBX you already own
MNDBX Mutual Fund
NAV$19.23
MFS New Discovery Fund Class B
AUM$738,109.3
TER1.96%
Holdings109
See how much of MNDBX you already own
MNDBX Mutual Fund Overlap Analysis
MNDBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDBX may share significant positions with broad-market funds.
MNDBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDBX tax-loss harvesting finds highly correlated but non-identical funds.