MAALX Mutual Fund

NAV$34.35

AUM$105M

TER0.75%

Holdings16

MAALX Mutual Fund

NAV$34.35

MFS Aggressive Growth Allocation Fund Class R4

AUM$105M

TER0.75%

Holdings16

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare MAALX 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 MAALX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MAALX Mutual Fund Overlap Analysis

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

MAALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MAALX may share significant positions with broad-market funds.

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