EEMFX Mutual Fund Analysis & Holdings | MarketXLS

EEMFX Mutual Fund

NAV$12.20

AUM$86,859.73

TER1.31%

Holdings85

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EEMFX Mutual Fund

NAV$12.20

MFS Emerging Markets Equity Research Fund Class R3

AUM$86,859.73

TER1.31%

Holdings85

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

EEMFX Mutual Fund Overlap Analysis

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

EEMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, EEMFX may share significant positions with broad-market funds.

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