MIRTX Mutual Fund
MIRTX Mutual Fund
NAV$35.61
AUM$61M
TER0.94%
Holdings70
See how much of MIRTX you already own
MIRTX Mutual Fund
NAV$35.61
Massachusetts Investors Trust Cl R2
AUM$61M
TER0.94%
Holdings70
See how much of MIRTX you already own
MIRTX Mutual Fund Overlap Analysis
MIRTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MIRTX may share significant positions with broad-market funds.
MIRTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIRTX tax-loss harvesting finds highly correlated but non-identical funds.