MNWCX Mutual Fund
MNWCX Mutual Fund
NAV$13.03
AUM$3M
TER2.14%
Holdings13
See how much of MNWCX you already own
MNWCX Mutual Fund
NAV$13.03
MFS Managed Wealth Fund Class C
AUM$3M
TER2.14%
Holdings13
See how much of MNWCX you already own
MNWCX Mutual Fund Overlap Analysis
MNWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, MNWCX may share significant positions with broad-market funds.
MNWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNWCX tax-loss harvesting finds highly correlated but non-identical funds.