MFIAX Mutual Fund

NAV$8.11

AUM$2.3B

TER0.76%

Holdings2,292

MFIAX Mutual Fund

NAV$8.11

MFS Municipal Income Fund Class A

AUM$2.3B

TER0.76%

Holdings2,292

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Holdings Overlap Analysis

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

MFIAX Mutual Fund Overlap Analysis

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

MFIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2292 holdings, MFIAX may share significant positions with broad-market funds.

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