MSNCX Mutual Fund

NAV$10.72

AUM$356M

TER0.84%

Holdings304

MSNCX Mutual Fund

NAV$10.72

MFS North Carolina Municipal Bond Fund Class A

AUM$356M

TER0.84%

Holdings304

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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.