MQLGX Mutual Fund

NAV$5.82

AUM$366,549.53

TER1.43%

Holdings378

MQLGX Mutual Fund

NAV$5.82

MFS Limited Maturity Fund Class R1

AUM$366,549.53

TER1.43%

Holdings378

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare MQLGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MQLGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MQLGX Mutual Fund Overlap Analysis

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

MQLGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 378 holdings, MQLGX may share significant positions with broad-market funds.

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