MMUCX Mutual Fund
MMUCX Mutual Fund
NAV$25.86
AUM$52M
TER1.75%
Holdings45
See how much of MMUCX you already own
MMUCX Mutual Fund
NAV$25.86
MFS Utilities Fund Class C
AUM$52M
TER1.75%
Holdings45
See how much of MMUCX you already own
MMUCX Mutual Fund Overlap Analysis
MMUCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUCX may share significant positions with broad-market funds.
MMUCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUCX tax-loss harvesting finds highly correlated but non-identical funds.