MFRFX Mutual Fund

NAV$61.28

AUM$1.6B

TER0.75%

Holdings102

See how much of MFRFX you already own

Just $25 once·$99/mo·Download sample

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MFRFX Mutual Fund

NAV$61.28

MFS Research Fund Class A

AUM$1.6B

TER0.75%

Holdings102

See how much of MFRFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

MFRFX Mutual Fund Overlap Analysis

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

MFRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, MFRFX may share significant positions with broad-market funds.

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