MPOAX Mutual Fund
MPOAX Mutual Fund
NAV$8.36
AUM$114M
TER0.50%
Holdings447
See how much of MPOAX you already own
MPOAX Mutual Fund
NAV$8.36
MFS California Municipal Bond Fund Class R6
AUM$114M
TER0.50%
Holdings447
See how much of MPOAX you already own
MPOAX Mutual Fund Overlap Analysis
MPOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 447 holdings, MPOAX may share significant positions with broad-market funds.
MPOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPOAX tax-loss harvesting finds highly correlated but non-identical funds.