MFSXX Mutual Fund
MFSXX Mutual Fund
NAV$1.00
AUM$111M
TER1.02%
Holdings511
See how much of MFSXX you already own
MFSXX Mutual Fund
NAV$1.00
Federated Hermes Municipal Obligations Fund Class CS
AUM$111M
TER1.02%
Holdings511
See how much of MFSXX you already own
MFSXX Mutual Fund Overlap Analysis
MFSXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFSXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 511 holdings, MFSXX may share significant positions with broad-market funds.
MFSXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFSXX tax-loss harvesting finds highly correlated but non-identical funds.