MMIIX Mutual Fund
MMIIX Mutual Fund
NAV$7.29
AUM$2.5B
TER0.66%
Holdings2,018
See how much of MMIIX you already own
MMIIX Mutual Fund
NAV$7.29
MFS Municipal High Income Fund Class I
AUM$2.5B
TER0.66%
Holdings2,018
See how much of MMIIX you already own
MMIIX Mutual Fund Overlap Analysis
MMIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2018 holdings, MMIIX may share significant positions with broad-market funds.
MMIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMIIX tax-loss harvesting finds highly correlated but non-identical funds.