MDIGX Mutual Fund
NAV$28.73
AUM$197M
TER1.83%
Holdings7
MDIGX Mutual Fund
NAV$28.73
MFS International Diversification Fund Class C
AUM$197M
TER1.83%
Holdings7
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MDIGX Mutual Fund Overlap Analysis
MDIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, MDIGX may share significant positions with broad-market funds.
MDIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDIGX tax-loss harvesting finds highly correlated but non-identical funds.