MFRKX Mutual Fund
MFRKX Mutual Fund
NAV$60.94
AUM$2.0B
TER0.44%
Holdings102
See how much of MFRKX you already own
MFRKX Mutual Fund
NAV$60.94
MFS Research Fund Class R6
AUM$2.0B
TER0.44%
Holdings102
See how much of MFRKX you already own
MFRKX Mutual Fund Overlap Analysis
MFRKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFRKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, MFRKX may share significant positions with broad-market funds.
MFRKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFRKX tax-loss harvesting finds highly correlated but non-identical funds.