MFELX Mutual Fund

NAV$110.37

AUM$15M

TER1.61%

Holdings70

MFELX Mutual Fund

NAV$110.37

MFS Growth Fund Class R1

AUM$15M

TER1.61%

Holdings70

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Holdings Overlap Analysis

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

MFELX Mutual Fund Overlap Analysis

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

MFELX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MFELX may share significant positions with broad-market funds.

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