MFSCX Mutual Fund
MFSCX Mutual Fund
NAV$10.88
AUM$149M
TER0.86%
Holdings220
See how much of MFSCX you already own
MFSCX Mutual Fund
NAV$10.88
MFS South Carolina Municipal Bond Fund Class A
AUM$149M
TER0.86%
Holdings220
See how much of MFSCX you already own
MFSCX Mutual Fund Overlap Analysis
MFSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 220 holdings, MFSCX may share significant positions with broad-market funds.
MFSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFSCX tax-loss harvesting finds highly correlated but non-identical funds.