MFALX Mutual Fund
MFALX Mutual Fund
NAV$8.78
AUM$42M
TER0.91%
Holdings159
See how much of MFALX you already own
MFALX Mutual Fund
NAV$8.78
MFS Alabama Municipal Bond Fund Class A
AUM$42M
TER0.91%
Holdings159
See how much of MFALX you already own
MFALX Mutual Fund Overlap Analysis
MFALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 159 holdings, MFALX may share significant positions with broad-market funds.
MFALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFALX tax-loss harvesting finds highly correlated but non-identical funds.