MFSSX Mutual Fund
NAV$10.12
AUM$185M
TER0.82%
Holdings269
MFSSX Mutual Fund
NAV$10.12
MFS Massachusetts Municipal Bond Fund A
AUM$185M
TER0.82%
Holdings269
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 269 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.