MQLCX Mutual Fund
MQLCX Mutual Fund
NAV$5.84
AUM$15M
TER1.43%
Holdings378
See how much of MQLCX you already own
MQLCX Mutual Fund
NAV$5.84
MFS Limited Maturity Fund Class C
AUM$15M
TER1.43%
Holdings378
See how much of MQLCX you already own
MQLCX Mutual Fund Overlap Analysis
MQLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MQLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MQLCX may share significant positions with broad-market funds.
MQLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MQLCX tax-loss harvesting finds highly correlated but non-identical funds.