MIAIX Mutual Fund Analysis & Holdings | MarketXLS

MIAIX Mutual Fund

NAV$8.85

AUM$28M

TER0.49%

Holdings108

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MIAIX Mutual Fund

NAV$8.85

MFS Inflation Adjusted Bond Fund Class I

AUM$28M

TER0.49%

Holdings108

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MIAIX 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 MIAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MIAIX Mutual Fund Overlap Analysis

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

MIAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, MIAIX may share significant positions with broad-market funds.

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