MMUGX Mutual Fund Analysis & Holdings | MarketXLS

MMUGX Mutual Fund

NAV$25.24

AUM$5M

TER1.75%

Holdings45

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MMUGX Mutual Fund

NAV$25.24

MFS Utilities Fund Class R1

AUM$5M

TER1.75%

Holdings45

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

MMUGX Mutual Fund Overlap Analysis

MMUGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MMUGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUGX may share significant positions with broad-market funds.

MMUGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUGX tax-loss harvesting finds highly correlated but non-identical funds.