MITTX Mutual Fund Analysis & Holdings | MarketXLS

MITTX Mutual Fund

NAV$39.58

AUM$4.1B

TER0.69%

Holdings70

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MITTX Mutual Fund

NAV$39.58

Massachusetts Investors Trust Class A

AUM$4.1B

TER0.69%

Holdings70

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MITTX Mutual Fund Overlap Analysis

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

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

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