MDFSX Mutual Fund

NAV$9.29

TER0.78%

Holdings117

MDFSX Mutual Fund

NAV$9.29

Manning & Napier Disciplined Value Series Class S

TER0.78%

Holdings117

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

MDFSX Mutual Fund Overlap Analysis

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

MDFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 117 holdings, MDFSX may share significant positions with broad-market funds.

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