MQLIX Mutual Fund

NAV$5.81

AUM$816M

TER0.43%

Holdings378

MQLIX Mutual Fund

NAV$5.81

MFS Limited Maturity Fund Class I

AUM$816M

TER0.43%

Holdings378

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Holdings Overlap Analysis

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

MQLIX Mutual Fund Overlap Analysis

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

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

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