MPOCX Mutual Fund
MPOCX Mutual Fund
NAV$8.83
AUM$25M
TER0.55%
Holdings220
See how much of MPOCX you already own
MPOCX Mutual Fund
NAV$8.83
MFS South Carolina Municipal Bond Fund Class R6
AUM$25M
TER0.55%
Holdings220
See how much of MPOCX you already own
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.