MNDIX Mutual Fund
MNDIX Mutual Fund
NAV$40.46
AUM$222M
TER0.96%
Holdings109
See how much of MNDIX you already own
MNDIX Mutual Fund
NAV$40.46
MFS New Discovery Fund Class I
AUM$222M
TER0.96%
Holdings109
See how much of MNDIX you already own
MNDIX Mutual Fund Overlap Analysis
MNDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDIX may share significant positions with broad-market funds.
MNDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDIX tax-loss harvesting finds highly correlated but non-identical funds.