MFALX Mutual Fund

NAV$9.16

AUM$45M

TER0.91%

Holdings150

See how much of MFALX you already own

Just $25 once·$99/mo·Download sample

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MFALX Mutual Fund

NAV$9.16

MFS Alabama Municipal Bond Fund Class A

AUM$45M

TER0.91%

Holdings150

See how much of MFALX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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 150 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.