MACQX Mutual Fund

NAV$17.34

AUM$125M

TER0.52%

Holdings22

MACQX Mutual Fund

NAV$17.34

MFS Conservative Allocation Fund Class R6

AUM$125M

TER0.52%

Holdings22

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

MACQX Mutual Fund Overlap Analysis

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

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

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