MITIX Mutual Fund

NAV$37.09

AUM$1.3B

TER0.44%

Holdings70

MITIX Mutual Fund

NAV$37.09

Massachusetts Investors Trust Class I

AUM$1.3B

TER0.44%

Holdings70

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Holdings Overlap Analysis

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

MITIX Mutual Fund Overlap Analysis

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

MITIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MITIX may share significant positions with broad-market funds.

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