MARRX Mutual Fund

NAV$20.03

AUM$63M

TER1.14%

Holdings23

MARRX Mutual Fund

NAV$20.03

MFS Moderate Allocation Fund Cl R2

AUM$63M

TER1.14%

Holdings23

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Holdings Overlap Analysis

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

MARRX Mutual Fund Overlap Analysis

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

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

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