MNCLX Mutual Fund
MNCLX Mutual Fund
NAV$8.71
AUM$138M
TER0.59%
Holdings295
See how much of MNCLX you already own
MNCLX Mutual Fund
NAV$8.71
MFS North Carolina Municipal Bond Fund Class I
AUM$138M
TER0.59%
Holdings295
See how much of MNCLX you already own
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 295 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.