MDHEX Mutual Fund

NAV$16.43

TER0.68%

Holdings474

MDHEX Mutual Fund

NAV$16.43

NYLI MacKay Short Duration High Income Fund Class R6

TER0.68%

Holdings474

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Holdings Overlap Analysis

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

MDHEX Mutual Fund Overlap Analysis

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

MDHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 474 holdings, MDHEX may share significant positions with broad-market funds.

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