MFRJX Mutual Fund

NAV$60.22

AUM$12M

TER0.50%

Holdings101

See how much of MFRJX you already own

Just $25 once·$99/mo·Download sample

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MFRJX Mutual Fund

NAV$60.22

MFS Research Fund Class R4

AUM$12M

TER0.50%

Holdings101

See how much of MFRJX 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 MFRJX 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 MFRJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MFRJX Mutual Fund Overlap Analysis

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

MFRJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, MFRJX may share significant positions with broad-market funds.

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