MEIIX Mutual Fund

NAV$55.92

AUM$24.0B

TER0.54%

Holdings73

MEIIX Mutual Fund

NAV$55.92

MFS Value Fund Class I

AUM$24.0B

TER0.54%

Holdings73

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Holdings Overlap Analysis

Compare MEIIX 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 MEIIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MEIIX Mutual Fund Overlap Analysis

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

MEIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, MEIIX may share significant positions with broad-market funds.

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