MPPAX Mutual Fund
MPPAX Mutual Fund
NAV$8.56
AUM$22M
TER0.54%
Holdings249
See how much of MPPAX you already own
MPPAX Mutual Fund
NAV$8.56
MFS Pennsylvania Municipal Bond Fund Class R6
AUM$22M
TER0.54%
Holdings249
See how much of MPPAX you already own
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 249 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.