MNDCX Mutual Fund
MNDCX Mutual Fund
NAV$18.72
AUM$15M
TER1.96%
Holdings109
See how much of MNDCX you already own
MNDCX Mutual Fund
NAV$18.72
MFS New Discovery Fund Class C
AUM$15M
TER1.96%
Holdings109
See how much of MNDCX you already own
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.