DIFEX Mutual Fund

NAV$12.92

AUM$789,079.47

TER1.14%

Holdings1,401

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DIFEX Mutual Fund

NAV$12.92

MFS Diversified Income Fund Class R2

AUM$789,079.47

TER1.14%

Holdings1,401

See how much of DIFEX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

DIFEX Mutual Fund Overlap Analysis

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

DIFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1401 holdings, DIFEX may share significant positions with broad-market funds.

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