MFWTX Mutual Fund
MFWTX Mutual Fund
NAV$18.90
AUM$648M
TER1.09%
Holdings912
See how much of MFWTX you already own
MFWTX Mutual Fund
NAV$18.90
MFS Global Total Return Fund Class A
AUM$648M
TER1.09%
Holdings912
See how much of MFWTX you already own
MFWTX Mutual Fund Overlap Analysis
MFWTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFWTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MFWTX may share significant positions with broad-market funds.
MFWTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFWTX tax-loss harvesting finds highly correlated but non-identical funds.