MOFTX Mutual Fund
MOFTX Mutual Fund
NAV$8.25
TER0.76%
Holdings2,043
See how much of MOFTX you already own
MOFTX Mutual Fund
NAV$8.25
Mercer Opportunistic Fixed Income Fund Class I
TER0.76%
Holdings2,043
See how much of MOFTX you already own
MOFTX Mutual Fund Overlap Analysis
MOFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2043 holdings, MOFTX may share significant positions with broad-market funds.
MOFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOFTX tax-loss harvesting finds highly correlated but non-identical funds.