MSNCX Mutual Fund

NAV$10.63

AUM$356M

TER0.84%

Holdings304

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MSNCX Mutual Fund

NAV$10.63

MFS North Carolina Municipal Bond Fund Class A

AUM$356M

TER0.84%

Holdings304

See how much of MSNCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MSNCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MSNCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSNCX Mutual Fund Overlap Analysis

MSNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MSNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 304 holdings, MSNCX may share significant positions with broad-market funds.

MSNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSNCX tax-loss harvesting finds highly correlated but non-identical funds.