MMIDX Mutual Fund Holdings Overlap Calculator | MarketXLS

MMIDX Mutual Fund

NAV$8.14

AUM$196M

TER0.51%

Holdings2,292

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MMIDX Mutual Fund

NAV$8.14

MFS Municipal Income Fund Class A1

AUM$196M

TER0.51%

Holdings2,292

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MMIDX Mutual Fund Overlap Analysis

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

MMIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2292 holdings, MMIDX may share significant positions with broad-market funds.

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