MHIJX Mutual Fund Holdings Overlap Calculator | MarketXLS

MHIJX Mutual Fund

NAV$3.09

AUM$231,064.57

TER0.63%

Holdings376

See what you own twice

Check MHIJX against your other funds. Free for up to 5.

Check my overlap

MHIJX Mutual Fund

NAV$3.09

MFS High Income Fund Class R4

AUM$231,064.57

TER0.63%

Holdings376

See what you own twice

Check MHIJX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

Compare MHIJX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MHIJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MHIJX Mutual Fund Overlap Analysis

MHIJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MHIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 376 holdings, MHIJX may share significant positions with broad-market funds.

MHIJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MHIJX tax-loss harvesting finds highly correlated but non-identical funds.