MFRKX Mutual Fund

NAV$59.74

AUM$2.0B

TER0.44%

Holdings102

MFRKX Mutual Fund

NAV$59.74

MFS Research Fund Class R6

AUM$2.0B

TER0.44%

Holdings102

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Holdings Overlap Analysis

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

MFRKX Mutual Fund Overlap Analysis

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

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

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