MAAHX Mutual Fund
MAAHX Mutual Fund
NAV$35.13
AUM$74M
TER1.00%
Holdings16
See how much of MAAHX you already own
MAAHX Mutual Fund
NAV$35.13
MFS Aggressive Growth Allocation Fund Class R3
AUM$74M
TER1.00%
Holdings16
See how much of MAAHX you already own
MAAHX Mutual Fund Overlap Analysis
MAAHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAAHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MAAHX may share significant positions with broad-market funds.
MAAHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAAHX tax-loss harvesting finds highly correlated but non-identical funds.