MMUFX Mutual Fund
MMUFX Mutual Fund
NAV$26.02
AUM$1.7B
TER1.00%
Holdings45
See how much of MMUFX you already own
MMUFX Mutual Fund
NAV$26.02
MFS Utilities Fund A
AUM$1.7B
TER1.00%
Holdings45
See how much of MMUFX you already own
MMUFX Mutual Fund Overlap Analysis
MMUFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUFX may share significant positions with broad-market funds.
MMUFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUFX tax-loss harvesting finds highly correlated but non-identical funds.