MNCLX Mutual Fund Analysis & Holdings | MarketXLS

MNCLX Mutual Fund

NAV$8.96

AUM$158M

TER0.59%

Holdings304

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MNCLX Mutual Fund

NAV$8.96

MFS North Carolina Municipal Bond Fund Class I

AUM$158M

TER0.59%

Holdings304

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

MNCLX Mutual Fund Overlap Analysis

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

MNCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 304 holdings, MNCLX may share significant positions with broad-market funds.

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