MNDRX Mutual Fund
MNDRX Mutual Fund
NAV$28.14
AUM$14M
TER1.46%
Holdings109
See how much of MNDRX you already own
MNDRX Mutual Fund
NAV$28.14
MFS New Discovery Fund Class R2
AUM$14M
TER1.46%
Holdings109
See how much of MNDRX you already own
MNDRX Mutual Fund Overlap Analysis
MNDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDRX may share significant positions with broad-market funds.
MNDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDRX tax-loss harvesting finds highly correlated but non-identical funds.