MIAJX Mutual Fund
MIAJX Mutual Fund
NAV$8.84
AUM$109,492.48
TER0.49%
Holdings108
MIAJX Mutual Fund
NAV$8.84
MFS Inflation Adjusted Bond Fund Class R4
AUM$109,492.48
TER0.49%
Holdings108
MIAJX Mutual Fund Overlap Analysis
MIAJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, MIAJX may share significant positions with broad-market funds.
MIAJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIAJX tax-loss harvesting finds highly correlated but non-identical funds.