DIFIX Mutual Fund
DIFIX Mutual Fund
NAV$12.94
AUM$495M
TER0.64%
Holdings1,401
See how much of DIFIX you already own
DIFIX Mutual Fund
NAV$12.94
MFS Diversified Income Fund Class I
AUM$495M
TER0.64%
Holdings1,401
See how much of DIFIX you already own
DIFIX Mutual Fund Overlap Analysis
DIFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
DIFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1401 holdings, DIFIX may share significant positions with broad-market funds.
DIFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DIFIX tax-loss harvesting finds highly correlated but non-identical funds.