MCPRX Mutual Fund
NAV$23.18
AUM$21M
TER1.27%
Holdings105
MCPRX Mutual Fund
NAV$23.18
MFS Mid Cap Growth Fund Class R2
AUM$21M
TER1.27%
Holdings105
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MCPRX Mutual Fund Overlap Analysis
MCPRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, MCPRX may share significant positions with broad-market funds.
MCPRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCPRX tax-loss harvesting finds highly correlated but non-identical funds.