MNWRX Mutual Fund

NAV$12.94

AUM$66,885.55

TER2.14%

Holdings13

MNWRX Mutual Fund

NAV$12.94

MFS Managed Wealth Fund Class R1

AUM$66,885.55

TER2.14%

Holdings13

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Holdings Overlap Analysis

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

MNWRX Mutual Fund Overlap Analysis

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

MNWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, MNWRX may share significant positions with broad-market funds.

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