MARLX Mutual Fund
MARLX Mutual Fund
NAV$8.92
AUM$28M
TER0.60%
Holdings184
MARLX Mutual Fund
NAV$8.92
MFS Arkansas Municipal Bond Fund Class I
AUM$28M
TER0.60%
Holdings184
MARLX Mutual Fund Overlap Analysis
MARLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MARLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 184 holdings, MARLX may share significant positions with broad-market funds.
MARLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MARLX tax-loss harvesting finds highly correlated but non-identical funds.