MSDNX Mutual Fund
NAV$9.19
AUM$7M
TER1.16%
Holdings216
MSDNX Mutual Fund
NAV$9.19
MML Barings Short-Duration Bond Fund Class R3
AUM$7M
TER1.16%
Holdings216
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MSDNX Mutual Fund Overlap Analysis
MSDNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSDNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 216 holdings, MSDNX may share significant positions with broad-market funds.
MSDNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSDNX tax-loss harvesting finds highly correlated but non-identical funds.