MCCAX Mutual Fund
MCCAX Mutual Fund
NAV$5.15
AUM$4M
TER1.56%
Holdings447
See how much of MCCAX you already own
MCCAX Mutual Fund
NAV$5.15
MFS California Municipal Bond Fund Class C
AUM$4M
TER1.56%
Holdings447
See how much of MCCAX you already own
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 447 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.