MIUCX Mutual Fund

NAV$9.21

AUM$727,871.54

TER1.45%

Holdings661

MIUCX Mutual Fund

NAV$9.21

MFS Municipal Intermediate Fund Class C

AUM$727,871.54

TER1.45%

Holdings661

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Holdings Overlap Analysis

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

MIUCX Mutual Fund Overlap Analysis

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

MIUCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 661 holdings, MIUCX may share significant positions with broad-market funds.

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