MAMHX Mutual Fund

NAV$20.62

AUM$108M

TER0.89%

Holdings23

MAMHX Mutual Fund

NAV$20.62

MFS Moderate Allocation Fund Class R3

AUM$108M

TER0.89%

Holdings23

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

MAMHX Mutual Fund Overlap Analysis

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

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

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