MCSIX Mutual Fund
NAV$4.33
AUM$41M
TER0.91%
Holdings387
MCSIX Mutual Fund
NAV$4.33
MFS Commodity Strategy Fund Cl I
AUM$41M
TER0.91%
Holdings387
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MCSIX Mutual Fund Overlap Analysis
MCSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 387 holdings, MCSIX may share significant positions with broad-market funds.
MCSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCSIX tax-loss harvesting finds highly correlated but non-identical funds.