MPPAX Mutual Fund
MPPAX Mutual Fund
NAV$9.07
AUM$24M
TER0.52%
Holdings243
MPPAX Mutual Fund
NAV$9.07
MFS Pennsylvania Municipal Bond Fund Class R6
AUM$24M
TER0.52%
Holdings243
MPPAX Mutual Fund Overlap Analysis
MPPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 243 holdings, MPPAX may share significant positions with broad-market funds.
MPPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPPAX tax-loss harvesting finds highly correlated but non-identical funds.