MPOAX Mutual Fund
MPOAX Mutual Fund
NAV$8.94
AUM$125M
TER0.49%
Holdings435
MPOAX Mutual Fund
NAV$8.94
MFS California Municipal Bond Fund Class R6
AUM$125M
TER0.49%
Holdings435
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 435 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.