MFIWX Mutual Fund

NAV$5.82

AUM$2.2B

TER0.40%

Holdings517

MFIWX Mutual Fund

NAV$5.82

MFS Income Fund Class R6

AUM$2.2B

TER0.40%

Holdings517

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Holdings Overlap Analysis

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

MFIWX Mutual Fund Overlap Analysis

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

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

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