MFALX Mutual Fund Analysis & Holdings | MarketXLS

MFALX Mutual Fund

NAV$9.37

AUM$48M

TER0.90%

Holdings156

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MFALX Mutual Fund

NAV$9.37

MFS Alabama Municipal Bond Fund Class A

AUM$48M

TER0.90%

Holdings156

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 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 156 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.