MNDHX Mutual Fund
MNDHX Mutual Fund
NAV$32.95
AUM$88M
TER1.21%
Holdings109
See how much of MNDHX you already own
MNDHX Mutual Fund
NAV$32.95
MFS New Discovery Fund Class R3
AUM$88M
TER1.21%
Holdings109
See how much of MNDHX you already own
MNDHX Mutual Fund Overlap Analysis
MNDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDHX may share significant positions with broad-market funds.
MNDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDHX tax-loss harvesting finds highly correlated but non-identical funds.