MQLKX Mutual Fund
MQLKX Mutual Fund
NAV$5.83
AUM$1.5B
TER0.35%
Holdings378
See how much of MQLKX you already own
MQLKX Mutual Fund
NAV$5.83
MFS Limited Maturity Fund Class R6
AUM$1.5B
TER0.35%
Holdings378
See how much of MQLKX you already own
MQLKX Mutual Fund Overlap Analysis
MQLKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MQLKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MQLKX may share significant positions with broad-market funds.
MQLKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MQLKX tax-loss harvesting finds highly correlated but non-identical funds.