MNDJX Mutual Fund
MNDJX Mutual Fund
NAV$35.11
AUM$30M
TER0.96%
Holdings109
See how much of MNDJX you already own
MNDJX Mutual Fund
NAV$35.11
MFS New Discovery Fund Class R4
AUM$30M
TER0.96%
Holdings109
See how much of MNDJX you already own
MNDJX Mutual Fund Overlap Analysis
MNDJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDJX may share significant positions with broad-market funds.
MNDJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDJX tax-loss harvesting finds highly correlated but non-identical funds.