MEQRX Mutual Fund Holdings Overlap Calculator | MarketXLS

MEQRX Mutual Fund

NAV$41.22

AUM$12M

TER1.40%

Holdings81

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MEQRX Mutual Fund

NAV$41.22

MFS Global Equity Fund Cl R2

AUM$12M

TER1.40%

Holdings81

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MEQRX Mutual Fund Overlap Analysis

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

MEQRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, MEQRX may share significant positions with broad-market funds.

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