MFRFX Mutual Fund

NAV$61.72

AUM$1.5B

TER0.75%

Holdings102

MFRFX Mutual Fund

NAV$61.72

MFS Research Fund Class A

AUM$1.5B

TER0.75%

Holdings102

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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.