MFRJX Mutual Fund
MFRJX Mutual Fund
NAV$62.17
AUM$12M
TER0.50%
Holdings102
MFRJX Mutual Fund
NAV$62.17
MFS Research Fund Class R4
AUM$12M
TER0.50%
Holdings102
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 102 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.