MPOCX Mutual Fund

NAV$8.92

AUM$24M

TER0.53%

Holdings220

MPOCX Mutual Fund

NAV$8.92

MFS South Carolina Municipal Bond Fund Class R6

AUM$24M

TER0.53%

Holdings220

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Holdings Overlap Analysis

Compare MPOCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MPOCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MPOCX Mutual Fund Overlap Analysis

MPOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MPOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 220 holdings, MPOCX may share significant positions with broad-market funds.

MPOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPOCX tax-loss harvesting finds highly correlated but non-identical funds.