MFIOX Mutual Fund
MFIOX Mutual Fund
NAV$5.82
AUM$1.1B
TER0.73%
Holdings517
See how much of MFIOX you already own
MFIOX Mutual Fund
NAV$5.82
MFS Income Fund
AUM$1.1B
TER0.73%
Holdings517
See how much of MFIOX you already own
MFIOX Mutual Fund Overlap Analysis
MFIOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 517 holdings, MFIOX may share significant positions with broad-market funds.
MFIOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFIOX tax-loss harvesting finds highly correlated but non-identical funds.