DIFEX Mutual Fund

NAV$12.92

AUM$783,184.13

TER1.14%

Holdings1,401

DIFEX Mutual Fund

NAV$12.92

MFS Diversified Income Fund Class R2

AUM$783,184.13

TER1.14%

Holdings1,401

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare DIFEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings DIFEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DIFEX Mutual Fund Overlap Analysis

DIFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

DIFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1401 holdings, DIFEX may share significant positions with broad-market funds.

DIFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. DIFEX tax-loss harvesting finds highly correlated but non-identical funds.