EXDVX Mutual Fund

NAV$10.38

AUM$5M

TER0.43%

Holdings129

EXDVX Mutual Fund

NAV$10.38

Manning & Napier Diversified Tax Exempt Series Fund

AUM$5M

TER0.43%

Holdings129

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Holdings Overlap Analysis

Compare EXDVX 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 EXDVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EXDVX Mutual Fund Overlap Analysis

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

EXDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, EXDVX may share significant positions with broad-market funds.

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