MFEIX Mutual Fund
MFEIX Mutual Fund
NAV$208.53
AUM$10.6B
TER0.61%
Holdings70
MFEIX Mutual Fund
NAV$208.53
MFS Growth Fund Class I
AUM$10.6B
TER0.61%
Holdings70
MFEIX Mutual Fund Overlap Analysis
MFEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MFEIX may share significant positions with broad-market funds.
MFEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFEIX tax-loss harvesting finds highly correlated but non-identical funds.