MACKX Mutual Fund

NAV$16.30

AUM$7M

TER1.58%

Holdings22

MACKX Mutual Fund

NAV$16.30

MFS Conservative Allocation Fund Class R1

AUM$7M

TER1.58%

Holdings22

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

MACKX Mutual Fund Overlap Analysis

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

MACKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MACKX may share significant positions with broad-market funds.

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