MNDKX Mutual Fund
MNDKX Mutual Fund
NAV$41.08
AUM$1.0B
TER0.85%
Holdings109
See how much of MNDKX you already own
MNDKX Mutual Fund
NAV$41.08
MFS New Discovery Fund Class R6
AUM$1.0B
TER0.85%
Holdings109
See how much of MNDKX you already own
MNDKX Mutual Fund Overlap Analysis
MNDKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDKX may share significant positions with broad-market funds.
MNDKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDKX tax-loss harvesting finds highly correlated but non-identical funds.