MIUAX Mutual Fund
MIUAX Mutual Fund
NAV$9.20
AUM$243M
TER0.70%
Holdings661
See how much of MIUAX you already own
MIUAX Mutual Fund
NAV$9.20
MFS Municipal Intermediate Fund Class A
AUM$243M
TER0.70%
Holdings661
See how much of MIUAX you already own
MIUAX Mutual Fund Overlap Analysis
MIUAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 661 holdings, MIUAX may share significant positions with broad-market funds.
MIUAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIUAX tax-loss harvesting finds highly correlated but non-identical funds.