MDPSX Mutual Fund
NAV$116.88
AUM$528,464.98
TER2.78%
Holdings408
MDPSX Mutual Fund
NAV$116.88
Mid-Cap ProFund
AUM$528,464.98
TER2.78%
Holdings408
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MDPSX Mutual Fund Overlap Analysis
MDPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MDPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 408 holdings, MDPSX may share significant positions with broad-market funds.
MDPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MDPSX tax-loss harvesting finds highly correlated but non-identical funds.