MITHX Mutual Fund

NAV$38.76

AUM$137M

TER0.69%

Holdings70

MITHX Mutual Fund

NAV$38.76

Massachusetts Investors Trust Class R3

AUM$137M

TER0.69%

Holdings70

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Holdings Overlap Analysis

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

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.