MFELX Mutual Fund
MFELX Mutual Fund
NAV$113.48
AUM$16M
TER1.61%
Holdings70
See how much of MFELX you already own
MFELX Mutual Fund
NAV$113.48
MFS Growth Fund Class R1
AUM$16M
TER1.61%
Holdings70
See how much of MFELX you already own
MFELX Mutual Fund Overlap Analysis
MFELX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFELX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MFELX may share significant positions with broad-market funds.
MFELX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFELX tax-loss harvesting finds highly correlated but non-identical funds.