MFEBX Mutual Fund
MFEBX Mutual Fund
NAV$53.91
AUM$3M
TER1.54%
Holdings76
See how much of MFEBX you already own
MFEBX Mutual Fund
NAV$53.91
MFS Value Fund Class B
AUM$3M
TER1.54%
Holdings76
See how much of MFEBX you already own
MFEBX Mutual Fund Overlap Analysis
MFEBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, MFEBX may share significant positions with broad-market funds.
MFEBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFEBX tax-loss harvesting finds highly correlated but non-identical funds.