MFEKX Mutual Fund Analysis & Holdings | MarketXLS

MFEKX Mutual Fund

NAV$211.13

AUM$15.6B

TER0.52%

Holdings70

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MFEKX Mutual Fund

NAV$211.13

MFS Growth Fund Class R6

AUM$15.6B

TER0.52%

Holdings70

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

MFEKX Mutual Fund Overlap Analysis

MFEKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MFEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MFEKX may share significant positions with broad-market funds.

MFEKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFEKX tax-loss harvesting finds highly correlated but non-identical funds.