MUEAX Mutual Fund
MUEAX Mutual Fund
NAV$44.37
AUM$410M
TER0.65%
Holdings112
See how much of MUEAX you already own
MUEAX Mutual Fund
NAV$44.37
MFS Blended Research Core Equity Fund Class A
AUM$410M
TER0.65%
Holdings112
See how much of MUEAX you already own
MUEAX Mutual Fund Overlap Analysis
MUEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MUEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, MUEAX may share significant positions with broad-market funds.
MUEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MUEAX tax-loss harvesting finds highly correlated but non-identical funds.