MQLHX Mutual Fund
MQLHX Mutual Fund
NAV$5.85
AUM$651,824.17
TER0.68%
Holdings378
See how much of MQLHX you already own
MQLHX Mutual Fund
NAV$5.85
MFS Limited Maturity Fund Class R3
AUM$651,824.17
TER0.68%
Holdings378
See how much of MQLHX you already own
MQLHX Mutual Fund Overlap Analysis
MQLHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MQLHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MQLHX may share significant positions with broad-market funds.
MQLHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MQLHX tax-loss harvesting finds highly correlated but non-identical funds.