MMUKX Mutual Fund
MMUKX Mutual Fund
NAV$26.25
AUM$90M
TER0.66%
Holdings45
See how much of MMUKX you already own
MMUKX Mutual Fund
NAV$26.25
MFS Utilities Fund Class R5
AUM$90M
TER0.66%
Holdings45
See how much of MMUKX you already own
MMUKX Mutual Fund Overlap Analysis
MMUKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUKX may share significant positions with broad-market funds.
MMUKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUKX tax-loss harvesting finds highly correlated but non-identical funds.