MITHX Mutual Fund
MITHX Mutual Fund
NAV$38.31
AUM$143M
TER0.69%
Holdings70
See how much of MITHX you already own
MITHX Mutual Fund
NAV$38.31
Massachusetts Investors Trust Class R3
AUM$143M
TER0.69%
Holdings70
See how much of MITHX you already own
MITHX Mutual Fund Overlap Analysis
MITHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MITHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MITHX may share significant positions with broad-market funds.
MITHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MITHX tax-loss harvesting finds highly correlated but non-identical funds.