MCSTX Mutual Fund

NAV$4.31

AUM$98,229.32

TER0.91%

Holdings387

MCSTX Mutual Fund

NAV$4.31

MFS Commodity Strategy Fund Class R4

AUM$98,229.32

TER0.91%

Holdings387

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Holdings Overlap Analysis

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

MCSTX Mutual Fund Overlap Analysis

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

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

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