MFWJX Mutual Fund

NAV$18.78

AUM$483,113.43

TER0.84%

Holdings912

MFWJX Mutual Fund

NAV$18.78

MFS Global Total Return Fund Class R4

AUM$483,113.43

TER0.84%

Holdings912

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Holdings Overlap Analysis

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

MFWJX Mutual Fund Overlap Analysis

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

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

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