MURRX Mutual Fund
MURRX Mutual Fund
NAV$25.20
AUM$18M
TER1.25%
Holdings45
See how much of MURRX you already own
MURRX Mutual Fund
NAV$25.20
MFS Utilities Fund Cl R2
AUM$18M
TER1.25%
Holdings45
See how much of MURRX you already own
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.