MFWIX Mutual Fund

NAV$18.44

AUM$358M

TER1.84%

Holdings912

MFWIX Mutual Fund

NAV$18.44

MFS Global Total Return Fund Class I

AUM$358M

TER1.84%

Holdings912

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Holdings Overlap Analysis

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

MFWIX Mutual Fund Overlap Analysis

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

MFWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MFWIX may share significant positions with broad-market funds.

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