MMUIX Mutual Fund
MMUIX Mutual Fund
NAV$26.38
AUM$588M
TER0.75%
Holdings45
See how much of MMUIX you already own
MMUIX Mutual Fund
NAV$26.38
MFS Utilities Fund Class I
AUM$588M
TER0.75%
Holdings45
See how much of MMUIX you already own
MMUIX Mutual Fund Overlap Analysis
MMUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUIX may share significant positions with broad-market funds.
MMUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUIX tax-loss harvesting finds highly correlated but non-identical funds.