MFIAX Mutual Fund
MFIAX Mutual Fund
NAV$8.03
AUM$2.3B
TER0.79%
Holdings2,292
See how much of MFIAX you already own
MFIAX Mutual Fund
NAV$8.03
MFS Municipal Income Fund Class A
AUM$2.3B
TER0.79%
Holdings2,292
See how much of MFIAX you already own
MFIAX Mutual Fund Overlap Analysis
MFIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2292 holdings, MFIAX may share significant positions with broad-market funds.
MFIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFIAX tax-loss harvesting finds highly correlated but non-identical funds.