MCCAX Mutual Fund Analysis & Holdings | MarketXLS

MCCAX Mutual Fund

NAV$5.51

AUM$5M

TER1.55%

Holdings435

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MCCAX Mutual Fund

NAV$5.51

MFS California Municipal Bond Fund Class C

AUM$5M

TER1.55%

Holdings435

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 MCCAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MCCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MCCAX Mutual Fund Overlap Analysis

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

MCCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 435 holdings, MCCAX may share significant positions with broad-market funds.

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