MNDWX Mutual Fund

NAV$10.40

AUM$263M

TER0.13%

Holdings129

MNDWX Mutual Fund

NAV$10.40

Manning & Napier Diversified Tax Exempt Series Fund Class W

AUM$263M

TER0.13%

Holdings129

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Holdings Overlap Analysis

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

MNDWX Mutual Fund Overlap Analysis

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

MNDWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, MNDWX may share significant positions with broad-market funds.

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