MXSDX Mutual Fund
NAV$10.58
TER0.60%
Holdings450
MXSDX Mutual Fund
NAV$10.58
Empower Short Duration Bond Fund Investor Class
TER0.60%
Holdings450
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MXSDX Mutual Fund Overlap Analysis
MXSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 450 holdings, MXSDX may share significant positions with broad-market funds.
MXSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXSDX tax-loss harvesting finds highly correlated but non-identical funds.