MQLBX Mutual Fund
MQLBX Mutual Fund
NAV$5.83
AUM$184,715.94
TER1.33%
Holdings378
See how much of MQLBX you already own
MQLBX Mutual Fund
NAV$5.83
MFS Limited Maturity Fund Class B
AUM$184,715.94
TER1.33%
Holdings378
See how much of MQLBX you already own
MQLBX Mutual Fund Overlap Analysis
MQLBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MQLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MQLBX may share significant positions with broad-market funds.
MQLBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MQLBX tax-loss harvesting finds highly correlated but non-identical funds.