MNDRX Mutual Fund

NAV$28.32

AUM$13M

TER1.46%

Holdings109

MNDRX Mutual Fund

NAV$28.32

MFS New Discovery Fund Class R2

AUM$13M

TER1.46%

Holdings109

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Holdings Overlap Analysis

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

MNDRX Mutual Fund Overlap Analysis

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

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

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