MNWTX Mutual Fund

NAV$13.62

AUM$72,591.05

TER1.39%

Holdings13

MNWTX Mutual Fund

NAV$13.62

MFS Managed Wealth Fund Class R3

AUM$72,591.05

TER1.39%

Holdings13

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Holdings Overlap Analysis

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

MNWTX Mutual Fund Overlap Analysis

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

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

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