MTLCX Mutual Fund

NAV$8.02

AUM$10M

TER1.44%

Holdings1,070

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MTLCX Mutual Fund

NAV$8.02

MFS Municipal Limited Maturity Fund Class C

AUM$10M

TER1.44%

Holdings1,070

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare MTLCX 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 MTLCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MTLCX Mutual Fund Overlap Analysis

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

MTLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1070 holdings, MTLCX may share significant positions with broad-market funds.

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