MITJX Mutual Fund

NAV$37.25

AUM$1.2B

TER0.37%

Holdings70

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$99/yr Pro · 7-day refund

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MITJX Mutual Fund

NAV$37.25

Massachusetts Investors Trust Class R6

AUM$1.2B

TER0.37%

Holdings70

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MITJX Mutual Fund Overlap Analysis

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

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

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