MAMFX Mutual Fund

NAV$19.60

AUM$15M

TER1.64%

Holdings23

MAMFX Mutual Fund

NAV$19.60

MFS Moderate Allocation Fund Class R1

AUM$15M

TER1.64%

Holdings23

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Holdings Overlap Analysis

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

MAMFX Mutual Fund Overlap Analysis

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

MAMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MAMFX may share significant positions with broad-market funds.

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