MUETX Mutual Fund
MUETX Mutual Fund
NAV$43.72
AUM$40M
TER0.65%
Holdings112
See how much of MUETX you already own
MUETX Mutual Fund
NAV$43.72
MFS Blended Research Core Equity Fund Class R3
AUM$40M
TER0.65%
Holdings112
See how much of MUETX you already own
MUETX Mutual Fund Overlap Analysis
MUETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MUETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, MUETX may share significant positions with broad-market funds.
MUETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MUETX tax-loss harvesting finds highly correlated but non-identical funds.