MPMAX Mutual Fund
MPMAX Mutual Fund
NAV$8.69
AUM$13M
TER0.50%
Holdings269
See how much of MPMAX you already own
MPMAX Mutual Fund
NAV$8.69
MFS Massachusetts Municipal Bond Fund Class R6
AUM$13M
TER0.50%
Holdings269
See how much of MPMAX you already own
MPMAX Mutual Fund Overlap Analysis
MPMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, MPMAX may share significant positions with broad-market funds.
MPMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPMAX tax-loss harvesting finds highly correlated but non-identical funds.