MIATX Mutual Fund
NAV$8.80
AUM$156,357.81
TER0.99%
Holdings108
MIATX Mutual Fund
NAV$8.80
MFS Inflation Adjusted Bond Fund Class R2
AUM$156,357.81
TER0.99%
Holdings108
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MIATX Mutual Fund Overlap Analysis
MIATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, MIATX may share significant positions with broad-market funds.
MIATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIATX tax-loss harvesting finds highly correlated but non-identical funds.