MNDGX Mutual Fund
MNDGX Mutual Fund
NAV$18.81
AUM$1M
TER1.96%
Holdings109
See how much of MNDGX you already own
MNDGX Mutual Fund
NAV$18.81
MFS New Discovery Fund Class R1
AUM$1M
TER1.96%
Holdings109
See how much of MNDGX you already own
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.