MFRHX Mutual Fund
MFRHX Mutual Fund
NAV$60.45
AUM$17M
TER0.75%
Holdings102
See how much of MFRHX you already own
MFRHX Mutual Fund
NAV$60.45
MFS Research Fund Class R3
AUM$17M
TER0.75%
Holdings102
See how much of MFRHX you already own
MFRHX Mutual Fund Overlap Analysis
MFRHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFRHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, MFRHX may share significant positions with broad-market funds.
MFRHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFRHX tax-loss harvesting finds highly correlated but non-identical funds.