MDHVX Mutual Fund

NAV$9.36

AUM$5M

TER1.05%

Holdings474

MDHVX Mutual Fund

NAV$9.36

NYLI MacKay Short Duration High Income Fund Investor Class

AUM$5M

TER1.05%

Holdings474

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Holdings Overlap Analysis

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

MDHVX Mutual Fund Overlap Analysis

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

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

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