MNDCX Mutual Fund
MNDCX Mutual Fund
NAV$19.70
AUM$15M
TER1.96%
Holdings109
MNDCX Mutual Fund
NAV$19.70
MFS New Discovery Fund Class C
AUM$15M
TER1.96%
Holdings109
MNDCX Mutual Fund Overlap Analysis
MNDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDCX may share significant positions with broad-market funds.
MNDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDCX tax-loss harvesting finds highly correlated but non-identical funds.