TMDIX Mutual Fund Analysis & Holdings | MarketXLS

TMDIX Mutual Fund

NAV$18.54

AUM$1.1B

TER0.87%

Holdings76

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TMDIX Mutual Fund

NAV$18.54

AMG TimesSquare Mid Cap Growth Fund- Class Z

AUM$1.1B

TER0.87%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare TMDIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings TMDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

TMDIX Mutual Fund Overlap Analysis

TMDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

TMDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, TMDIX may share significant positions with broad-market funds.

TMDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TMDIX tax-loss harvesting finds highly correlated but non-identical funds.