MQLFX Mutual Fund
MQLFX Mutual Fund
NAV$5.84
AUM$1.0B
TER0.58%
Holdings378
See how much of MQLFX you already own
MQLFX Mutual Fund
NAV$5.84
MFS Limited Maturity Fund Class A
AUM$1.0B
TER0.58%
Holdings378
See how much of MQLFX you already own
MQLFX Mutual Fund Overlap Analysis
MQLFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MQLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MQLFX may share significant positions with broad-market funds.
MQLFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MQLFX tax-loss harvesting finds highly correlated but non-identical funds.