MFWJX Mutual Fund
MFWJX Mutual Fund
NAV$18.94
AUM$494,163.49
TER0.84%
Holdings912
See how much of MFWJX you already own
MFWJX Mutual Fund
NAV$18.94
MFS Global Total Return Fund Class R4
AUM$494,163.49
TER0.84%
Holdings912
See how much of MFWJX you already own
MFWJX Mutual Fund Overlap Analysis
MFWJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFWJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MFWJX may share significant positions with broad-market funds.
MFWJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFWJX tax-loss harvesting finds highly correlated but non-identical funds.