MNDIX Mutual Fund

NAV$40.10

AUM$206M

TER0.96%

Holdings109

MNDIX Mutual Fund

NAV$40.10

MFS New Discovery Fund Class I

AUM$206M

TER0.96%

Holdings109

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Holdings Overlap Analysis

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

MNDIX Mutual Fund Overlap Analysis

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

MNDIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, MNDIX may share significant positions with broad-market funds.

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