MQLIX Mutual Fund
MQLIX Mutual Fund
NAV$5.81
AUM$810M
TER0.43%
Holdings378
See how much of MQLIX you already own
MQLIX Mutual Fund
NAV$5.81
MFS Limited Maturity Fund Class I
AUM$810M
TER0.43%
Holdings378
See how much of MQLIX you already own
MQLIX Mutual Fund Overlap Analysis
MQLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MQLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MQLIX may share significant positions with broad-market funds.
MQLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MQLIX tax-loss harvesting finds highly correlated but non-identical funds.