MEIKX Mutual Fund
MEIKX Mutual Fund
NAV$55.83
AUM$16.6B
TER0.44%
Holdings73
MEIKX Mutual Fund
NAV$55.83
MFS Value Fund Class R6
AUM$16.6B
TER0.44%
Holdings73
MEIKX Mutual Fund Overlap Analysis
MEIKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEIKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, MEIKX may share significant positions with broad-market funds.
MEIKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEIKX tax-loss harvesting finds highly correlated but non-identical funds.