MLALX Mutual Fund
MLALX Mutual Fund
NAV$8.37
AUM$17M
TER0.66%
Holdings159
See how much of MLALX you already own
MLALX Mutual Fund
NAV$8.37
MFS Alabama Municipal Bond Fund Class I
AUM$17M
TER0.66%
Holdings159
See how much of MLALX you already own
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 159 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.