MFRCX Mutual Fund
MFRCX Mutual Fund
NAV$48.88
AUM$34M
TER1.50%
Holdings101
See how much of MFRCX you already own
MFRCX Mutual Fund
NAV$48.88
MFS Research Fund Class C
AUM$34M
TER1.50%
Holdings101
See how much of MFRCX you already own
MFRCX Mutual Fund Overlap Analysis
MFRCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, MFRCX may share significant positions with broad-market funds.
MFRCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFRCX tax-loss harvesting finds highly correlated but non-identical funds.