MEIHX Mutual Fund
MEIHX Mutual Fund
NAV$53.11
AUM$1.4B
TER0.79%
Holdings76
See how much of MEIHX you already own
MEIHX Mutual Fund
NAV$53.11
MFS Value Fund Class R3
AUM$1.4B
TER0.79%
Holdings76
See how much of MEIHX you already own
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 76 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.