MMACX Mutual Fund
MMACX Mutual Fund
NAV$20.63
AUM$254M
TER1.64%
Holdings23
See how much of MMACX you already own
MMACX Mutual Fund
NAV$20.63
MFS Moderate Allocation Fund Class C
AUM$254M
TER1.64%
Holdings23
See how much of MMACX you already own
MMACX Mutual Fund Overlap Analysis
MMACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MMACX may share significant positions with broad-market funds.
MMACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMACX tax-loss harvesting finds highly correlated but non-identical funds.