MFPAX Mutual Fund Analysis & Holdings | MarketXLS

MFPAX Mutual Fund

NAV$9.52

AUM$114M

TER0.69%

Holdings243

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MFPAX Mutual Fund

NAV$9.52

MFS Pennsylvania Municipal Bond Fund Class A

AUM$114M

TER0.69%

Holdings243

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MFPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MFPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MFPAX Mutual Fund Overlap Analysis

MFPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MFPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 243 holdings, MFPAX may share significant positions with broad-market funds.

MFPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFPAX tax-loss harvesting finds highly correlated but non-identical funds.