MITIX Mutual Fund
MITIX Mutual Fund
NAV$36.74
AUM$1.3B
TER0.44%
Holdings70
See how much of MITIX you already own
MITIX Mutual Fund
NAV$36.74
Massachusetts Investors Trust Class I
AUM$1.3B
TER0.44%
Holdings70
See how much of MITIX you already own
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.