MEIHX Mutual Fund
MEIHX Mutual Fund
NAV$55.46
AUM$1.6B
TER0.79%
Holdings73
MEIHX Mutual Fund
NAV$55.46
MFS Value Fund Class R3
AUM$1.6B
TER0.79%
Holdings73
MEIHX Mutual Fund Overlap Analysis
MEIHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEIHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, MEIHX may share significant positions with broad-market funds.
MEIHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEIHX tax-loss harvesting finds highly correlated but non-identical funds.