MEIIX Mutual Fund
MEIIX Mutual Fund
NAV$56.01
AUM$23.3B
TER0.54%
Holdings73
See how much of MEIIX you already own
MEIIX Mutual Fund
NAV$56.01
MFS Value Fund Class I
AUM$23.3B
TER0.54%
Holdings73
See how much of MEIIX you already own
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.