MCDIX Mutual Fund
NAV$8.99
TER0.50%
Holdings150
MCDIX Mutual Fund
NAV$8.99
Manning & Napier Credit Series Class I
TER0.50%
Holdings150
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MCDIX Mutual Fund Overlap Analysis
MCDIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, MCDIX may share significant positions with broad-market funds.
MCDIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCDIX tax-loss harvesting finds highly correlated but non-identical funds.