MLMRX Mutual Fund

NAV$5.84

AUM$854,307.24

TER0.83%

Holdings378

See how much of MLMRX you already own

Just $25 once·$69/mo·Download sample

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MLMRX Mutual Fund

NAV$5.84

MFS Limited Maturity Fund Class R2

AUM$854,307.24

TER0.83%

Holdings378

See how much of MLMRX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

MLMRX Mutual Fund Overlap Analysis

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

MLMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MLMRX may share significant positions with broad-market funds.

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