MMABX Mutual Fund

NAV$20.44

AUM$5M

TER1.64%

Holdings23

MMABX Mutual Fund

NAV$20.44

MFS Moderate Allocation Fund Class B

AUM$5M

TER1.64%

Holdings23

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Holdings Overlap Analysis

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

MMABX Mutual Fund Overlap Analysis

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

MMABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MMABX may share significant positions with broad-market funds.

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