MFWLX Mutual Fund
MFWLX Mutual Fund
NAV$18.62
AUM$204M
TER0.77%
Holdings912
See how much of MFWLX you already own
MFWLX Mutual Fund
NAV$18.62
MFS Global Total Return Fund Class R6
AUM$204M
TER0.77%
Holdings912
See how much of MFWLX you already own
MFWLX Mutual Fund Overlap Analysis
MFWLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFWLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MFWLX may share significant positions with broad-market funds.
MFWLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFWLX tax-loss harvesting finds highly correlated but non-identical funds.