MEIJX Mutual Fund

NAV$55.43

AUM$843M

TER0.54%

Holdings73

MEIJX Mutual Fund

NAV$55.43

MFS Value Fund Class R4

AUM$843M

TER0.54%

Holdings73

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Holdings Overlap Analysis

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

MEIJX Mutual Fund Overlap Analysis

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

MEIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, MEIJX may share significant positions with broad-market funds.

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