MCFTX Mutual Fund

NAV$5.48

AUM$490M

TER0.65%

Holdings435

MCFTX Mutual Fund

NAV$5.48

MFS California Municipal Bond Fund Class A

AUM$490M

TER0.65%

Holdings435

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

MCFTX Mutual Fund Overlap Analysis

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

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

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