MEIJX Mutual Fund
MEIJX Mutual Fund
NAV$55.69
AUM$832M
TER0.54%
Holdings73
See how much of MEIJX you already own
MEIJX Mutual Fund
NAV$55.69
MFS Value Fund Class R4
AUM$832M
TER0.54%
Holdings73
See how much of MEIJX you already own
MEIJX Mutual Fund Overlap Analysis
MEIJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, MEIJX may share significant positions with broad-market funds.
MEIJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEIJX tax-loss harvesting finds highly correlated but non-identical funds.