MNWIX Mutual Fund
MNWIX Mutual Fund
NAV$13.80
AUM$27M
TER1.14%
Holdings13
See how much of MNWIX you already own
MNWIX Mutual Fund
NAV$13.80
MFS Managed Wealth Fund Class I
AUM$27M
TER1.14%
Holdings13
See how much of MNWIX you already own
MNWIX Mutual Fund Overlap Analysis
MNWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, MNWIX may share significant positions with broad-market funds.
MNWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNWIX tax-loss harvesting finds highly correlated but non-identical funds.