MFIIX Mutual Fund

NAV$5.82

AUM$5.0B

TER0.48%

Holdings517

MFIIX Mutual Fund

NAV$5.82

MFS Income Fund Class I

AUM$5.0B

TER0.48%

Holdings517

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Holdings Overlap Analysis

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

MFIIX Mutual Fund Overlap Analysis

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

MFIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 517 holdings, MFIIX may share significant positions with broad-market funds.

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