MNDGX Mutual Fund
MNDGX Mutual Fund
NAV$19.30
AUM$1M
TER1.96%
Holdings109
MNDGX Mutual Fund
NAV$19.30
MFS New Discovery Fund Class R1
AUM$1M
TER1.96%
Holdings109
MNDGX Mutual Fund Overlap Analysis
MNDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDGX may share significant positions with broad-market funds.
MNDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDGX tax-loss harvesting finds highly correlated but non-identical funds.