MUEUX Mutual Fund
MUEUX Mutual Fund
NAV$44.12
AUM$17M
TER0.40%
Holdings112
See how much of MUEUX you already own
MUEUX Mutual Fund
NAV$44.12
MFS Blended Research Core Equity Fund Class R4
AUM$17M
TER0.40%
Holdings112
See how much of MUEUX you already own
MUEUX Mutual Fund Overlap Analysis
MUEUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MUEUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, MUEUX may share significant positions with broad-market funds.
MUEUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MUEUX tax-loss harvesting finds highly correlated but non-identical funds.