MMSTX Mutual Fund
MMSTX Mutual Fund
NAV$8.28
AUM$6M
TER0.66%
Holdings134
See how much of MMSTX you already own
MMSTX Mutual Fund
NAV$8.28
MFS Mississippi Municipal Bond Fund Class I
AUM$6M
TER0.66%
Holdings134
See how much of MMSTX you already own
MMSTX Mutual Fund Overlap Analysis
MMSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 134 holdings, MMSTX may share significant positions with broad-market funds.
MMSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMSTX tax-loss harvesting finds highly correlated but non-identical funds.