MEDGX Mutual Fund

NAV$12.58

AUM$53M

TER0.82%

Holdings534

MEDGX Mutual Fund

NAV$12.58

MFS Emerging Markets Debt Fund Class R4

AUM$53M

TER0.82%

Holdings534

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare MEDGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MEDGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MEDGX Mutual Fund Overlap Analysis

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

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

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