MCDSX Mutual Fund
NAV$8.97
TER0.67%
Holdings150
MCDSX Mutual Fund
NAV$8.97
Manning & Napier Credit Series Class S
TER0.67%
Holdings150
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MCDSX Mutual Fund Overlap Analysis
MCDSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCDSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, MCDSX may share significant positions with broad-market funds.
MCDSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCDSX tax-loss harvesting finds highly correlated but non-identical funds.