MLMRX Mutual Fund

NAV$5.84

AUM$848,293.25

TER0.83%

Holdings378

MLMRX Mutual Fund

NAV$5.84

MFS Limited Maturity Fund Class R2

AUM$848,293.25

TER0.83%

Holdings378

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Holdings Overlap Analysis

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

MLMRX Mutual Fund Overlap Analysis

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

MLMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MLMRX may share significant positions with broad-market funds.

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