MNDHX Mutual Fund
NAV$31.68
AUM$82M
TER1.21%
Holdings109
MNDHX Mutual Fund
NAV$31.68
MFS New Discovery Fund Class R3
AUM$82M
TER1.21%
Holdings109
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MNDHX Mutual Fund Overlap Analysis
MNDHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNDHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDHX may share significant positions with broad-market funds.
MNDHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNDHX tax-loss harvesting finds highly correlated but non-identical funds.