MEFIX Mutual Fund

NAV$20.04

AUM$693,800.79

TER1.29%

Holdings59

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MEFIX Mutual Fund

NAV$20.04

ClearBridge Emerging Markets Fund Class FI

AUM$693,800.79

TER1.29%

Holdings59

See inside every fund you own

$99/yr 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 MEFIX 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 MEFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MEFIX Mutual Fund Overlap Analysis

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

MEFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, MEFIX may share significant positions with broad-market funds.

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