MQLJX Mutual Fund

NAV$5.87

AUM$773,847.45

TER0.43%

Holdings378

MQLJX Mutual Fund

NAV$5.87

MFS Limited Maturity Fund Class R4

AUM$773,847.45

TER0.43%

Holdings378

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Holdings Overlap Analysis

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

MQLJX Mutual Fund Overlap Analysis

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

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

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