MAAFX Mutual Fund
NAV$32.17
AUM$12M
TER1.75%
Holdings16
MAAFX Mutual Fund
NAV$32.17
MFS Aggressive Growth Allocation Fund Class R1
AUM$12M
TER1.75%
Holdings16
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MAAFX Mutual Fund Overlap Analysis
MAAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MAAFX may share significant positions with broad-market funds.
MAAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAAFX tax-loss harvesting finds highly correlated but non-identical funds.