MNWSX Mutual Fund

NAV$13.35

AUM$70,928.32

TER1.64%

Holdings13

MNWSX Mutual Fund

NAV$13.35

MFS Managed Wealth Fund Class R2

AUM$70,928.32

TER1.64%

Holdings13

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Holdings Overlap Analysis

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

MNWSX Mutual Fund Overlap Analysis

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

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

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