MLALX Mutual Fund
MLALX Mutual Fund
NAV$8.93
AUM$18M
TER0.65%
Holdings156
MLALX Mutual Fund
NAV$8.93
MFS Alabama Municipal Bond Fund Class I
AUM$18M
TER0.65%
Holdings156
MLALX Mutual Fund Overlap Analysis
MLALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 156 holdings, MLALX may share significant positions with broad-market funds.
MLALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLALX tax-loss harvesting finds highly correlated but non-identical funds.