MMAIX Mutual Fund
MMAIX Mutual Fund
NAV$21.67
AUM$417M
TER0.64%
Holdings23
See how much of MMAIX you already own
MMAIX Mutual Fund
NAV$21.67
MFS Moderate Allocation Fund Class I
AUM$417M
TER0.64%
Holdings23
See how much of MMAIX you already own
MMAIX Mutual Fund Overlap Analysis
MMAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MMAIX may share significant positions with broad-market funds.
MMAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMAIX tax-loss harvesting finds highly correlated but non-identical funds.