MTSCX Mutual Fund Analysis & Holdings | MarketXLS

MTSCX Mutual Fund

NAV$8.92

AUM$80M

TER0.59%

Holdings220

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MTSCX Mutual Fund

NAV$8.92

MFS South Carolina Municipal Bond Fund Class I

AUM$80M

TER0.59%

Holdings220

See inside every fund you own

$45/quarter 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 MTSCX 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 MTSCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MTSCX Mutual Fund Overlap Analysis

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

MTSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 220 holdings, MTSCX may share significant positions with broad-market funds.

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