MFEHX Mutual Fund
MFEHX Mutual Fund
NAV$180.15
AUM$1.2B
TER0.86%
Holdings70
See how much of MFEHX you already own
MFEHX Mutual Fund
NAV$180.15
MFS Growth Fund Class R3
AUM$1.2B
TER0.86%
Holdings70
See how much of MFEHX you already own
MFEHX Mutual Fund Overlap Analysis
MFEHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFEHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MFEHX may share significant positions with broad-market funds.
MFEHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFEHX tax-loss harvesting finds highly correlated but non-identical funds.