MEIAX Mutual Fund
MEIAX Mutual Fund
NAV$55.70
AUM$8.0B
TER0.79%
Holdings73
See how much of MEIAX you already own
MEIAX Mutual Fund
NAV$55.70
MFS Value Fund Class A
AUM$8.0B
TER0.79%
Holdings73
See how much of MEIAX you already own
MEIAX Mutual Fund Overlap Analysis
MEIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, MEIAX may share significant positions with broad-market funds.
MEIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEIAX tax-loss harvesting finds highly correlated but non-identical funds.