MFRHX Mutual Fund

NAV$59.13

AUM$16M

TER0.75%

Holdings102

MFRHX Mutual Fund

NAV$59.13

MFS Research Fund Class R3

AUM$16M

TER0.75%

Holdings102

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Holdings Overlap Analysis

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

MFRHX Mutual Fund Overlap Analysis

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

MFRHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, MFRHX may share significant positions with broad-market funds.

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