MCNCX Mutual Fund

NAV$10.71

AUM$8M

TER1.59%

Holdings304

MCNCX Mutual Fund

NAV$10.71

MFS North Carolina Municipal Bond Fund Class C

AUM$8M

TER1.59%

Holdings304

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Holdings Overlap Analysis

Compare MCNCX 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 MCNCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MCNCX Mutual Fund Overlap Analysis

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

MCNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 304 holdings, MCNCX may share significant positions with broad-market funds.

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