MFIIX Mutual Fund
MFIIX Mutual Fund
NAV$5.67
AUM$5.0B
TER0.48%
Holdings517
See how much of MFIIX you already own
MFIIX Mutual Fund
NAV$5.67
MFS Income Fund Class I
AUM$5.0B
TER0.48%
Holdings517
See how much of MFIIX you already own
MFIIX Mutual Fund Overlap Analysis
MFIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 517 holdings, MFIIX may share significant positions with broad-market funds.
MFIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFIIX tax-loss harvesting finds highly correlated but non-identical funds.