MURRX Mutual Fund
NAV$25.70
AUM$20M
TER1.25%
Holdings45
MURRX Mutual Fund
NAV$25.70
MFS Utilities Fund Cl R2
AUM$20M
TER1.25%
Holdings45
MURRX Mutual Fund Overlap Analysis
MURRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MURRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MURRX may share significant positions with broad-market funds.
MURRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MURRX tax-loss harvesting finds highly correlated but non-identical funds.