MTODX Mutual Fund
MTODX Mutual Fund
NAV$26.57
AUM$5M
TER0.69%
Holdings583
See how much of MTODX you already own
MTODX Mutual Fund
NAV$26.57
NYLI Income Builder Fund Class R6
AUM$5M
TER0.69%
Holdings583
See how much of MTODX you already own
MTODX Mutual Fund Overlap Analysis
MTODX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MTODX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 583 holdings, MTODX may share significant positions with broad-market funds.
MTODX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MTODX tax-loss harvesting finds highly correlated but non-identical funds.