MMUHX Mutual Fund
MMUHX Mutual Fund
NAV$25.97
AUM$146M
TER1.00%
Holdings45
MMUHX Mutual Fund
NAV$25.97
MFS Utilities Fund Class R3
AUM$146M
TER1.00%
Holdings45
MMUHX Mutual Fund Overlap Analysis
MMUHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUHX may share significant positions with broad-market funds.
MMUHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUHX tax-loss harvesting finds highly correlated but non-identical funds.