MEDAX Mutual Fund

NAV$12.62

AUM$219M

TER1.07%

Holdings534

MEDAX Mutual Fund

NAV$12.62

MFS Emerging Markets Debt Fund Class A

AUM$219M

TER1.07%

Holdings534

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Holdings Overlap Analysis

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

MEDAX Mutual Fund Overlap Analysis

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

MEDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 534 holdings, MEDAX may share significant positions with broad-market funds.

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