MFWCX Mutual Fund
MFWCX Mutual Fund
NAV$18.97
AUM$23M
TER1.84%
Holdings912
See how much of MFWCX you already own
MFWCX Mutual Fund
NAV$18.97
MFS Global Total Return Fund Class C
AUM$23M
TER1.84%
Holdings912
See how much of MFWCX you already own
MFWCX Mutual Fund Overlap Analysis
MFWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MFWCX may share significant positions with broad-market funds.
MFWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFWCX tax-loss harvesting finds highly correlated but non-identical funds.