MAAFX Mutual Fund
MAAFX Mutual Fund
NAV$33.42
AUM$12M
TER1.75%
Holdings16
See how much of MAAFX you already own
MAAFX Mutual Fund
NAV$33.42
MFS Aggressive Growth Allocation Fund Class R1
AUM$12M
TER1.75%
Holdings16
See how much of MAAFX you already own
MAAFX Mutual Fund Overlap Analysis
MAAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MAAFX may share significant positions with broad-market funds.
MAAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAAFX tax-loss harvesting finds highly correlated but non-identical funds.