MPALX Mutual Fund
MPALX Mutual Fund
NAV$8.90
AUM$56M
TER0.61%
Holdings243
See how much of MPALX you already own
MPALX Mutual Fund
NAV$8.90
MFS Pennsylvania Municipal Bond Fund Class I
AUM$56M
TER0.61%
Holdings243
See how much of MPALX you already own
MPALX Mutual Fund Overlap Analysis
MPALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 243 holdings, MPALX may share significant positions with broad-market funds.
MPALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPALX tax-loss harvesting finds highly correlated but non-identical funds.