MITTX Mutual Fund
MITTX Mutual Fund
NAV$39.11
AUM$4.2B
TER0.69%
Holdings70
See how much of MITTX you already own
MITTX Mutual Fund
NAV$39.11
Massachusetts Investors Trust Class A
AUM$4.2B
TER0.69%
Holdings70
See how much of MITTX you already own
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.