MMUKX Mutual Fund
NAV$27.46
AUM$92M
TER0.66%
Holdings45
MMUKX Mutual Fund
NAV$27.46
MFS Utilities Fund Class R5
AUM$92M
TER0.66%
Holdings45

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MMUKX Mutual Fund Overlap Analysis
MMUKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUKX may share significant positions with broad-market funds.
MMUKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUKX tax-loss harvesting finds highly correlated but non-identical funds.