MFSMX Mutual Fund Analysis & Holdings | MarketXLS

MFSMX Mutual Fund

NAV$9.95

AUM$87M

TER0.85%

Holdings210

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MFSMX Mutual Fund

NAV$9.95

MFS Maryland Municipal Bond Fund A

AUM$87M

TER0.85%

Holdings210

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MFSMX 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 MFSMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MFSMX Mutual Fund Overlap Analysis

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

MFSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 210 holdings, MFSMX may share significant positions with broad-market funds.

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