MFSSX Mutual Fund
MFSSX Mutual Fund
NAV$9.87
AUM$231M
TER0.82%
Holdings267
See how much of MFSSX you already own
MFSSX Mutual Fund
NAV$9.87
MFS Massachusetts Municipal Bond Fund A
AUM$231M
TER0.82%
Holdings267
See how much of MFSSX you already own
MFSSX Mutual Fund Overlap Analysis
MFSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 267 holdings, MFSSX may share significant positions with broad-market funds.
MFSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFSSX tax-loss harvesting finds highly correlated but non-identical funds.