MMIIX Mutual Fund Holdings Overlap Calculator | MarketXLS

MMIIX Mutual Fund

NAV$7.42

AUM$2.5B

TER0.61%

Holdings2,018

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MMIIX Mutual Fund

NAV$7.42

MFS Municipal High Income Fund Class I

AUM$2.5B

TER0.61%

Holdings2,018

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

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.