MTRIX Mutual Fund Similar Funds | MarketXLS

MTRIX Mutual Fund

NAV$20.54

AUM$931M

TER0.47%

Holdings961

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MTRIX Mutual Fund

NAV$20.54

MFS Total Return Fund Class I

AUM$931M

TER0.47%

Holdings961

See what you own twice

Check MTRIX against your other funds. Free for up to 5.

Check my overlap

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MTRIX Mutual Fund Similar Funds

MTRIX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include SCGCX, GSCUX, HSNRX, CVRT, MDBRX.

MTRIX alternatives help with portfolio diversification and cost optimization. MTRIX overlap shows shared holdings with similar funds. MTRIX tax-loss harvesting finds correlated substitutes.