MCNCX Mutual Fund
MCNCX Mutual Fund
NAV$10.49
AUM$7M
TER1.59%
Holdings304
See how much of MCNCX you already own
MCNCX Mutual Fund
NAV$10.49
MFS North Carolina Municipal Bond Fund Class C
AUM$7M
TER1.59%
Holdings304
See how much of MCNCX you already own
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.