MCSRX Mutual Fund

NAV$4.32

AUM$872M

TER0.82%

Holdings387

MCSRX Mutual Fund

NAV$4.32

MFS Commodity Strategy Fund Class R5

AUM$872M

TER0.82%

Holdings387

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Holdings Overlap Analysis

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

MCSRX Mutual Fund Overlap Analysis

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

MCSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 387 holdings, MCSRX may share significant positions with broad-market funds.

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