MFLLX Mutual Fund
MFLLX Mutual Fund
NAV$17.43
AUM$104M
TER0.93%
Holdings69
MFLLX Mutual Fund
NAV$17.43
Inception Portfolio Class R6
AUM$104M
TER0.93%
Holdings69
MFLLX Mutual Fund Overlap Analysis
MFLLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, MFLLX may share significant positions with broad-market funds.
MFLLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFLLX tax-loss harvesting finds highly correlated but non-identical funds.